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  2. LivePlan basics
  3. LivePlan for advisors, consultants, and educators
  4. LivePlan for the SBDC

LivePlan for the SBDC

These articles are for SBDC account administrators and SBDC Advisors.

Quickstart Guides

  • Setting up your clients in LivePlan
  • Customizing the master LivePlan account for your organization
  • Opening your own LivePlan account from an organization account
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