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01-18-2008
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263
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File Size 920kB
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Presentation for 12-5 VLC session, John Napolitano
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12-05-2007
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269
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File Size 117kB
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PowerPoint Slides for the 2-13-08 REBROADCAST of Elizabeth Jetton's August 16, 2006 session, Evaluating the Financial Plan
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02-05-2008
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251
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File Size 594.5kB
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PowerPoint for the 2-15-08 REBROADCAST of John Napolitano's Feb, 2007 session, Tales of the Tax Return
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02-05-2008
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185
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File Size 204.3kB
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First of 2 handouts for Michael Kitces' 09/24/08 VLC Session
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09-22-2008
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68
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File Size 95.2kB
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Client Renewal Meeting Prep for the 2-13-08 REBROADCAST of Elizabeth Jetton's August 16, 2006 session, Evaluating the Financial Plan
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02-05-2008
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238
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File Size 61.3kB
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Additional materials for the 2-15-08 REBROADCAST of John Napolitano's Feb, 2007 session, Tales of the Tax Return
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02-05-2008
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184
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File Size 2.7MB
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Second handout for April 9, 2008 VLC.
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04-08-2008
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138
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File Size 236.6kB
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Goal Worksheet for the 2-13-08 REBROADCAST of Elizabeth Jetton's August 16, 2006 session, Evaluating the Financial Plan
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02-05-2008
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232
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File Size 10.1kB
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Meeting notes for the 2-13-08 REBROADCAST of Elizabeth Jetton's August 16, 2006 session, Evaluating the Financial Plan
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02-05-2008
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203
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File Size 114.5kB
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