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Events & Annoucements
Study Group
Study groups are held on the first Wednesday of every month at 9:00 a.m. by Zoom. The remaining 2023 Study Group dates are currently scheduled for: June
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New Course! CP – The Next Level
Are you looking to enhance your CP skills? Have you completed the Introductory Collaborative Practice Training but not opened as many cases as you would
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Upcoming Events – Save the Date!
Study Group – November 3, 2021 – 9am via ZOOM – Topic: The Next Level: Level 3 Advanced Training Holiday Event – December 8, 2021
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Collaborative Newsletters
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Precedents & Forms
Business Valuation Discussion Topic Notes
Click here to download the Business Valuation Discussion Topic Notes
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Standard Information Request- Income Assessment
Click here to download Standard Information Request- Income Assessment
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Standard Initial Information Request – Business Valuation
Click here to download Standard Initial Information Request – Business Valuation
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Protocols & Practice Tips
Goals and Interests Questionnaire
Click here to download Goals and Interests Questionnaire
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Collaborative Team Process Guidelines
Click here to download Collaborative Team Process Guidelines
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Members Offering Free 30 Minute Consultations
