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How Planning-focused Advisors Are Stepping Up for Federal Downsizing Casualties

By Leo Almazora March 31, 2025 InvestmentNews

Jon Dauphine, CEO of the Foundation for Financial Planning, saw the urgent need for financial advice during government layoffs and partnered with CFP Board. CFP Board hosted a free webinar to provide federal employees with essential financial planning information, including details on the Federal Retirement System and other government-specific benefits. 

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InvestmentNews
Leo Almazora
March 31, 2025