Please read instruction documents #1 and #2 to help guide you through the process of creating a Life Plan Presentation. I have also included an example of a Life Plan Presentation Document to help you gain a better understanding of all the requirements that are needed in the finished presentation. I have attached my initial CLE – Life Planning Assignment with some of my financial and professional goal information to help get the process started. Use my CLE – Life Planning Assignment Presentation and expand upon what I have provided in order to complete this assignment.
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