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Staying organised with Rapid To-Do's & more
Keep your team and clients on track, focused and organised and help them achieve their financial goals using the wealth portal's intuitive features. Hosted by myprosperity's National Training Manager, Karen Kairouz.

Key topics include:

★ Demo of our new Rapid To-Do's feature
★ Best practices for document storage and organisation
★ How to keep your clients on track with Goals

Nov 23, 2021 12:00 PM in Canberra, Melbourne, Sydney

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