This purpose of this handbook is to provide advisors with an inclusive, one-stop shop with answers to common questions. Although the size of the document may be overwhelming, these suggestions are meant to help maximize the effectiveness and efficiency of usage.
- Please do not print the handbook! The guide is designed as a "living" document that is updated regularly!
- Use the "Find" function in Adobe Acrobat to locate topics quickly. Each question in the table of contents is linked within the document. Click in a link in the table of contents and it will take you to the answer!
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