Agenda Details

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Thursday, November 1, 2007

3:45 PM - 5:00 PM

Operations, Client Services & Adviser Services

Speaker(s)
Kathy Sutherland First Affirmative Financial Network
Julie Ramm First Affirmative Financial Network

Description
Join an informal conversation with Kathy, Julie and other FAFN staff to learn how to conduct operations, open accounts and understand reports in the most effective and efficient ways possible. (This session will be available again on Friday.)



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