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Financial Plan Creation

[headline style="1" font_color="%23000000" align="center" headline_tag="h1"]Financial Plan Creation[/headline]

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— SPACER —

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eMoney Overview

[headline style="3" align="center" headline_tag="h3"]eMoney Overview[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2019/11/eMoney.jpg" placeholder_width="1200" placeholder_height="627" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PGlmcmFtZSBzcmM9Imh0dHBzOi8vcGxheWVyLnZpbWVvLmNvbS92aWRlby8zNzI5NDA1MzUiIHdpZHRoPSI2NDAiIGhlaWdodD0iMzYwIiBmcmFtZWJvcmRlcj0iMCIgYWxsb3c9ImF1dG9wbGF5OyBmdWxsc2NyZWVuIiBhbGxvd2Z1bGxzY3JlZW49IiI+PC9pZnJhbWU+" width="1" height="1" />[/video_lightbox]

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Goes over assumptions and plan creation for a client

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">Goes over assumptions and plan creation for a client</p>[/text_block]

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eMoney client meeting

[headline style="3" align="center" headline_tag="h3"]eMoney client meeting[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2019/11/eMoney.jpg" placeholder_width="1200" placeholder_height="627" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PGlmcmFtZSBzcmM9Imh0dHBzOi8vcGxheWVyLnZpbWVvLmNvbS92aWRlby8zODAzNTEyMzYiIHdpZHRoPSI2NDAiIGhlaWdodD0iMzQxIiBmcmFtZWJvcmRlcj0iMCIgYWxsb3c9ImF1dG9wbGF5OyBmdWxsc2NyZWVuIiBhbGxvd2Z1bGxzY3JlZW49IiI+PC9pZnJhbWU+" width="1" height="1" />[/video_lightbox]

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How to efficiently wrap up a client meeting in emoney.

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">How to efficiently wrap up a client meeting in emoney.</p>[/text_block]

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Inital rFPW Overview

[headline style="3" align="center" headline_tag="h3"]Inital rFPW Overview[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2018/11/rebel_Large_decal-w-Tagline-2018.png" placeholder_width="4368" placeholder_height="2806" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PGlmcmFtZSBzcmM9Imh0dHBzOi8vcGxheWVyLnZpbWVvLmNvbS92aWRlby8zNzI4OTg4MjUiIHdpZHRoPSI2NDAiIGhlaWdodD0iNDgwIiBmcmFtZWJvcmRlcj0iMCIgYWxsb3c9ImF1dG9wbGF5OyBmdWxsc2NyZWVuIiBhbGxvd2Z1bGxzY3JlZW49IiI+PC9pZnJhbWU+" width="1" height="1" />[/video_lightbox]

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Overview of rFPW and how to add bank accounts

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">Overview of rFPW and how to add bank accounts</p>[/text_block]

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The interactive meeting

[headline style="3" align="center" headline_tag="h3"]The interactive meeting[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2019/11/eMoney.jpg" placeholder_width="1200" placeholder_height="627" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PGlmcmFtZSBzcmM9Imh0dHBzOi8vcGxheWVyLnZpbWVvLmNvbS92aWRlby8zODAzNTIzOTMiIHdpZHRoPSI2NDAiIGhlaWdodD0iMzQxIiBmcmFtZWJvcmRlcj0iMCIgYWxsb3c9ImF1dG9wbGF5OyBmdWxsc2NyZWVuIiBhbGxvd2Z1bGxzY3JlZW49IiI+PC9pZnJhbWU+" width="1" height="1" />[/video_lightbox]

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How to make client meetings more engaging, more efficient, and more effective.

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">How to make client meetings more engaging, more efficient, and more effective.</p>[/text_block]

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rFPW Setup Tutorial

[headline style="3" align="center" headline_tag="h3"]rFPW Setup Tutorial[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2018/11/rebel_Large_decal-w-Tagline-2018.png" placeholder_width="4368" placeholder_height="2806" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PHNjcmlwdCBzcmM9Imh0dHBzOi8vZmFzdC53aXN0aWEuY29tL2VtYmVkL21lZGlhcy82MTVrbzMwdnlhLmpzb25wIiBhc3luYz0iIj48L3NjcmlwdD48c2NyaXB0IHNyYz0iaHR0cHM6Ly9mYXN0Lndpc3RpYS5jb20vYXNzZXRzL2V4dGVybmFsL0UtdjEuanMiIGFzeW5jPjwvc2NyaXB0PjxkaXYgY2xhc3M9Indpc3RpYV9yZXNwb25zaXZlX3BhZGRpbmciIHN0eWxlPSJwYWRkaW5nOjU2LjI1JSAwIDAgMDtwb3NpdGlvbjpyZWxhdGl2ZTsiPjxkaXYgY2xhc3M9Indpc3RpYV9yZXNwb25zaXZlX3dyYXBwZXIiIHN0eWxlPSJoZWlnaHQ6MTAwJTtsZWZ0OjA7cG9zaXRpb246YWJzb2x1dGU7dG9wOjA7d2lkdGg6MTAwJTsiPjxkaXYgY2xhc3M9Indpc3RpYV9lbWJlZCB3aXN0aWFfYXN5bmNfNjE1a28zMHZ5YSB2aWRlb0ZvYW09dHJ1ZSIgc3R5bGU9ImhlaWdodDoxMDAlO3Bvc2l0aW9uOnJlbGF0aXZlO3dpZHRoOjEwMCUiPjxkaXYgY2xhc3M9Indpc3RpYV9zd2F0Y2giIHN0eWxlPSJoZWlnaHQ6MTAwJTtsZWZ0OjA7b3BhY2l0eTowO292ZXJmbG93OmhpZGRlbjtwb3NpdGlvbjphYnNvbHV0ZTt0b3A6MDt0cmFuc2l0aW9uOm9wYWNpdHkgMjAwbXM7d2lkdGg6MTAwJTsiPjxpbWcgc3JjPSJodHRwczovL2Zhc3Qud2lzdGlhLmNvbS9lbWJlZC9tZWRpYXMvNjE1a28zMHZ5YS9zd2F0Y2giIHN0eWxlPSJmaWx0ZXI6Ymx1cig1cHgpO2hlaWdodDoxMDAlO29iamVjdC1maXQ6Y29udGFpbjt3aWR0aDoxMDAlOyIgYWx0PSIiIG9ubG9hZD0idGhpcy5wYXJlbnROb2RlLnN0eWxlLm9wYWNpdHk9MTsiLz48L2Rpdj48L2Rpdj48L2Rpdj48L2Rpdj4=" width="1" height="1" />[/video_lightbox]

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How to setup a client’s rFPW account

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">How to setup a client's rFPW account</p>[/text_block]

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The interactive meeting

[headline style="3" align="center" headline_tag="h3"]The interactive meeting[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2019/11/eMoney.jpg" placeholder_width="1200" placeholder_height="627" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PGlmcmFtZSBzcmM9Imh0dHBzOi8vcGxheWVyLnZpbWVvLmNvbS92aWRlby8zODAzNTIzOTMiIHdpZHRoPSI2NDAiIGhlaWdodD0iMzQxIiBmcmFtZWJvcmRlcj0iMCIgYWxsb3c9ImF1dG9wbGF5OyBmdWxsc2NyZWVuIiBhbGxvd2Z1bGxzY3JlZW49IiI+PC9pZnJhbWU+" width="1" height="1" />[/video_lightbox]

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[text_block style=”style_1.png” align=”left”]

How to make client meetings more engaging, more efficient, and more effective.

[/text_block]

[text_block style="style_1.png" align="left"]<p style="text-align: center;">How to make client meetings more engaging, more efficient, and more effective.</p>[/text_block]

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rFPW Organizer Training

[headline style="3" align="center" headline_tag="h3"]rFPW Organizer Training[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2018/11/rebel_Large_decal-w-Tagline-2018.png" placeholder_width="4368" placeholder_height="2806" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PHNjcmlwdCBzcmM9Imh0dHBzOi8vZmFzdC53aXN0aWEuY29tL2VtYmVkL21lZGlhcy8xeGlwbjdzODE5Lmpzb25wIiBhc3luYz0iIj48L3NjcmlwdD48c2NyaXB0IHNyYz0iaHR0cHM6Ly9mYXN0Lndpc3RpYS5jb20vYXNzZXRzL2V4dGVybmFsL0UtdjEuanMiIGFzeW5jPjwvc2NyaXB0PjxzcGFuIGNsYXNzPSJ3aXN0aWFfZW1iZWQgd2lzdGlhX2FzeW5jXzF4aXBuN3M4MTkgcG9wb3Zlcj10cnVlIHBvcG92ZXJBbmltYXRlVGh1bWJuYWlsPXRydWUiIHN0eWxlPSJkaXNwbGF5OmlubGluZS1ibG9jaztoZWlnaHQ6ODRweDtwb3NpdGlvbjpyZWxhdGl2ZTt3aWR0aDoxNTBweCI+Jm5ic3A7PC9zcGFuPg==" width="1" height="1" />[/video_lightbox]

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Add bank accounts, family, income & expenses in rFPW

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">Add bank accounts, family, income &amp; expenses in rFPW</p>[/text_block]

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FP Process

[headline style="3" align="center" headline_tag="h3"]FP Process[/headline]

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[images style="0" image="https%3A%2F%2Fteam.rebelfinancial.com%2Fwp-content%2Fuploads%2F2021%2F09%2FScreen-Shot-2021-09-10-at-11.02.56-AM.png" width="3392" link_url="https%3A%2F%2Fteam.rebelfinancial.com%2Fwp-content%2Fuploads%2F2021%2F09%2FrF-Financial-Planning-Process-1.pdf" align="center" top_margin="0" full_width="Y"]

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rFPW Spending Tab

[headline style="3" align="center" headline_tag="h3"]rFPW Spending Tab[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2018/11/TOTW.ClientSiteBudgetBasics1-730×392.png" placeholder_width="730" placeholder_height="392" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="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" width="1" height="1" />[/video_lightbox]

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Adding budgets, spending and classifying transactions

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">Adding budgets, spending and classifying transactions</p>[/text_block]

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rFPW Vault Training

[headline style="3" align="center" headline_tag="h3"]rFPW Vault Training[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2018/11/f0b19523cff4b5a7eecfa66ff69dd836.jpg" placeholder_width="450" placeholder_height="253" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="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" width="1" height="1" />[/video_lightbox]

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How to upload documents and create new folders in the vault

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">How to upload documents and create new folders in the vault</p>[/text_block]

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Uploading Docs to Vault

[headline style="3" align="center" headline_tag="h3"]Uploading Docs to Vault[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2018/11/f0b19523cff4b5a7eecfa66ff69dd836-300×300.jpg" placeholder_width="300" placeholder_height="193" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="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" width="1" height="1" />[/video_lightbox]

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How to create base and recommended plans in the decision center and how to upload them into the vault

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">How to create base and recommended plans in the decision center and how to upload them into the vault</p>[/text_block]

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Advanced Vault Training

[headline style="3" align="center" headline_tag="h3"]Advanced Vault Training[/headline]

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Edit Element Clone Element Advanced Element Options Move Remove Element

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How to create folders and upload documents in the vault

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">How to create folders and upload documents in the vault</p>[/text_block]

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