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Select all		Document Name	Date
		Growing LGBTQ+ Wealth Presentation Actions Download Add to favorites Information Information Description: Client seminar on engaging and growing wealth in the LGBTQ community Publication date: May 1, 2024 Target Audience: For Individuals Product group: Done	May 1, 2024
		Prepare your estate plan Investor Education Actions Download Email Subscribe Add to cart Add to favorites Information Information Description: Use this fillable worksheet to help you keep track of key decisions and considerations to plan your estate and protect your wealth. Publication date: Sep 25, 2024 Target Audience: For Individuals Product group: Done	Sep 25, 2024
		Life After Loss Investor Education Actions Download Email Subscribe Add to cart Add to favorites Information Information Description: Use this fillable worksheet to help you take the next best step after spousal loss. Publication date: Sep 25, 2024 Target Audience: For Individuals Product group: Done	Sep 25, 2024
		Life After Divorce Investor Education Actions Download Email Subscribe Add to cart Add to favorites Information Information Description: Use this fillable worksheet to help you take the next best step after divorce. Publication date: Sep 20, 2024 Target Audience: For Individuals Product group: Done	Sep 20, 2024
		Calculate your net worth Investor Education Actions Download Email Subscribe Add to cart Add to favorites Information Information Description: Net worth provides a snapshot of current financial life. Important to take a look at assets and liabilities. Fillable worksheet makes it easy to understand where you stand. Publication date: Sep 20, 2024 Target Audience: For Individuals Product group: Done	Sep 20, 2024
		Assess your cash flow Investor Education Actions Download Email Subscribe Add to cart Add to favorites Information Information Description: Use this fillable worksheet to help you keep track of your cash flow to make smarter financial decisions. Publication date: Sep 20, 2024 Target Audience: For Individuals Product group: Done	Sep 20, 2024
		Set goals. Create wealth Investor Education Actions Download Email Add to cart Add to favorites Information Information Description: Goal setting is an important part of building a strong financial foundation. This financial goal-setting worksheet helps you define short-term, medium-term and long-term goals. Fillable worksheet helps investors think about the future. Publication date: Sep 17, 2024 Target Audience: For Individuals Product group: Done	Sep 17, 2024
		Sequence of Returns One-Pager Investor Education Actions Download Email Subscribe Add to cart Add to favorites Information Information Description: One-pager demonstrating the importance of an investor's sequence of returns during retirement. Publication date: Aug 28, 2024 Target Audience: For Individuals Product group: Done	Aug 28, 2024
		How to Engage LGBTQ+ Investors FP Reference Tools Actions Information Information Description: Guide of tips and best practices to engage the next generation of investors: Millennials and Gen Zers Publication date: Jun 14, 2024 Target Audience: For Professional Investor Use Only Product group: Done	Jun 14, 2024
		Withdrawal Rates Investor Education Actions Download Email Subscribe Add to cart Add to favorites Information Information Description: The impact of withdrawal rates on the longeveity of a portfolio in retirement. Publication date: Jan 31, 2024 Target Audience: For Individuals Product group: Done	Jan 31, 2024