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[null,null,null,"This data is furnished to you for informational purposes only. Although this data is derived from information which we believe to be accurate (including, in some cases information provided to us by you) we cannot guarantee its accuracy. This information is not intended and should not be used for any official tax, lending, legal, or other non-financial planning purposes and should not be relied upon by third parties."]
[]
[null,null,null,"Raymond James & Associates, Inc. member New York Stock Exchange/SIPC and Raymond James Financial Services, Inc. member FINRA/SIPC"]

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[null,null,"*You should discuss any tax or legal matters with the appropriate professional."]
[null,null,"P - Topic has been discussed in the specified time period"]
[null,null,"Ó - Topic has not been discussed yet or has not been reassessed during a specified time period"]
[null,null," !   - Topic is due to be discussed or reassessed with the client but is in within a 15% threshold of specified time period.  (Ex: If the defined time frame is 1 year, the exclamation point will appear 55 days prior to the next due date for topic.)"]

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[null,null,null,"*Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members."]

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[null,null,null,null,null,{"$f":"SUM(F3:F5)","v":75},null,null,null,null,null,{"$f":"SUM(L3:L5)","v":75},null,null,null,null,null,{"$f":"SUM(R3:R5)","v":75}]
[null,null,null,null,null,{"$f":"SUM(F3:F4)","v":12.5},null,null,null,null,null,{"$f":"SUM(L3:L4)","v":0},null,null,null,null,null,{"$f":"SUM(R3:R4)","v":0}]
[null,null,null,null,null,{"$f":"F9/F8","v":0.16666666666666666},null,null,null,null,null,{"$f":"L9/L8","v":0},null,null,null,null,null,{"$f":"R9/R8","v":0}]
[]
[]
[null,"Tax Planning",null,null,null,null,null,"Risk Planning",null,null,null,null,null,"Composite"]
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[null,null,null,{"$f":"COUNTIF('Gen Tasks'!C$17:C$23,2)","v":0},"Yellow",0,null,null,null,{"$f":"COUNTIF('Gen Tasks'!H17:H23,2)","v":2},"Yellow",0,null,"Start",0,{"$f":"SUM(J15,D15,D4,J4,P4)","v":3},"Yellow",0]
[null,null,null,{"$f":"COUNTIF('Gen Tasks'!C$17:C$23,3)","v":7},"Red",{"$f":"((D16/D$17)*0.75)*100","v":75},null,null,null,{"$f":"COUNTIF('Gen Tasks'!H17:H23,3)","v":5},"Red",{"$f":"((J16/J17)*0.75)*100","v":53.571428571428569},null,"Red",0,{"$f":"SUM(J16,D16,D5,J5,P5)","v":30},"Red",{"$f":"((P16/P17)*0.75)*100","v":68.181818181818173}]
[null,null,null,{"$f":"COUNT('Gen Tasks'!C17:C23)-(COUNTIF('Gen Tasks'!F17:F23,\"na\"))","v":7},"white",25,null,null,null,{"$f":"COUNT('Gen Tasks'!H17:H23)-(COUNTIF('Gen Tasks'!K17:K23,\"na\"))","v":7},"white",25,null,"Yellow",60,{"$f":"SUM(J17,D17,D6,J6,P6)","v":33},"white",25]
[null,null,null,null,null,{"$f":"SUM(F14:F17)","v":100},null,null,null,null,null,{"$f":"SUM(L14:L17)","v":100},null,"Green",30,null,null,{"$f":"SUM(R14:R17)","v":99.999999999999986}]
[null,null,null,null,null,{"$f":"SUM(F14:F16)","v":75},null,null,null,null,null,{"$f":"SUM(L14:L16)","v":75},null,"Blue",10,null,null,{"$f":"SUM(R14:R16)","v":74.999999999999986}]
[null,null,null,null,null,{"$f":"SUM(F14:F15)","v":0},null,null,null,null,null,{"$f":"SUM(L14:L15)","v":21.428571428571427},null,"End",100,null,null,{"$f":"SUM(R14:R15)","v":6.8181818181818175}]
[null,null,null,null,null,{"$f":"F20/F19","v":0},null,null,null,null,null,{"$f":"L20/L19","v":0.2857142857142857},null,null,null,null,null,{"$f":"R20/R19","v":9.0909090909090912E-2}]
[]
[]
[]
[]
[null,null,"Composite",null,null,null,null,null,null,"Retirement",null,null,null,null,null,null,"Investment"]
[null,null,"Value","Degs",null,"x","y",null,null,"Value","Degs",null,"x","y",null,null,"Value","Degs",null,"x","y"]
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[null,"Scale1",20,null,null,{"$f":"F28","v":4.8976059737859856},{"$f":"G28","v":21.581799116480866},null,"Scale1",20,null,null,{"$f":"M28","v":6.6987298107780617},{"$f":"N28","v":24.999999999999993},null,"Scale1",20,null,null,{"$f":"T28","v":0},{"$f":"U28","v":0}]
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[]
[null,null,"Estate",null,null,null,null,null,null,"Tax",null,null,null,null,null,null,"Risk"]
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[null,"Scale1",20,null,null,{"$f":"F38","v":0},{"$f":"G38","v":0},null,"Scale1",20,null,null,{"$f":"M38","v":0},{"$f":"N38","v":0},null,"Scale1",20,null,null,{"$f":"T38","v":18.825509907063321},{"$f":"U38","v":39.091574123401486}]
[null,"Scale2",40,null,null,50,0,null,"Scale2",40,null,null,50,0,null,"Scale2",40,null,null,50,0]
[null,"Scale3",60,null,null,null,null,null,"Scale3",60,null,null,null,null,null,"Scale3",60]
[null,"Scale4",80,null,null,null,null,null,"Scale4",80,null,null,null,null,null,"Scale4",80]
[]
[]
[]
[]
[]
[null,null,"R) Radar Widget Calculations"]
[]
[null,null,"Step #1: Link the YELLOW cells to your widget configuration data following this example"]
[null,null,null,null,"Item","Value"]
[null,null,{"$f":"J26","v":"Retirement"},null,1,{"$f":"J30","v":16.666666666666664},"Main Title   ","Completion Matrix"]
[null,null,{"$f":"Q26","v":"Investment"},null,2,{"$f":"Q30","v":0}]
[null,null,{"$f":"C36","v":"Estate"},null,3,{"$f":"C40","v":0}]
[null,null,{"$f":"J36","v":"Tax"},null,4,{"$f":"J40","v":0}]
[null,null,{"$f":"Q36","v":"Risk"},null,5,{"$f":"Q40","v":28.571428571428569}]
[]
[]
[]
[]
[null,null,"Step #2: On the dashboard page, go to (HOME>FIND&SELECT>SELECTION PANE) to link individual widget components to BLUE cells following this example."]
[]
[null,null,{"$f":"C54","v":"Retirement"},null,{"$f":"F54","v":16.666666666666664},null,"Main Title   ",{"$f":"H54","v":"Completion Matrix"}]
[null,null,{"$f":"C55","v":"Investment"},null,{"$f":"F55","v":0}]
[null,null,"Estate",null,0]
[null,null,"Tax",null,0]
[null,null,"Risk",null,28.571428571428569]
[null,null,0,null,0]
[null,null,0,null,0]
[null,null,0,null,0]
[]
[null,null,"Step #3: On the dashboard page, go to (HOME>FIND&SELECT>SELECTION PANE) to link the radar chart to PINK cells following this example."]
[]
[null,null,null,1,1,2,2,3,3,4,4,5,5,6,6,7,7,8,8]
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{"sheet":"Task Calc","index":16,"n_rows":23,"n_cols":14,"rows_kept":23,"cut":false,"hidden":false,"merged":[[2,3,2,4]]}
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[{"$f":"'Gen Tasks'!D4","v":"Goal Planning & Monitoring"},{"$f":"IF('Gen Tasks'!E4=0,\"\",'Gen Tasks'!E4)","v":""},{"$f":"IF('Gen Tasks'!F4=0,\"\",'Gen Tasks'!F4)","v":"2014-05-14"},"Retirement Planning","general"]
[{"$f":"'Gen Tasks'!D5","v":"Retirement Income Planning"},{"$f":"IF('Gen Tasks'!E5=0,\"\",'Gen Tasks'!E5)","v":""},{"$f":"IF('Gen Tasks'!F5=0,\"\",'Gen Tasks'!F5)","v":"2015-02-06"},"Retirement Planning","general",null,"Risk Planning"]
[{"$f":"'Gen Tasks'!D6","v":"Cash Flow Planning"},{"$f":"IF('Gen Tasks'!E6=0,\"\",'Gen Tasks'!E6)","v":""},{"$f":"IF('Gen Tasks'!F6=0,\"\",'Gen Tasks'!F6)","v":"2015-02-06"},"Retirement Planning","general",null,"Health / Disability Plan Review"]
[{"$f":"'Gen Tasks'!D7","v":"401(k) / 403(b) Review"},{"$f":"IF('Gen Tasks'!E7=0,\"\",'Gen Tasks'!E7)","v":""},{"$f":"IF('Gen Tasks'!F7=0,\"\",'Gen Tasks'!F7)","v":"2013-04-06"},"Retirement Planning","general",null,null,null,null,null,null,null,"*Please note: When a date is overwritten, the old date will not appear here.  This only reflects the current dates in the speadsheet."]
[{"$f":"'Gen Tasks'!D8","v":"Reliable Income Review"},{"$f":"IF('Gen Tasks'!E8=0,\"\",'Gen Tasks'!E8)","v":""},{"$f":"IF('Gen Tasks'!F8=0,\"\",'Gen Tasks'!F8)","v":"2015-02-06"},"Retirement Planning","general",null,"P&C Insurance Review"]
[{"$f":"'Gen Tasks'!D9","v":"Alternative Income Strategies"},{"$f":"IF('Gen Tasks'!E9=0,\"\",'Gen Tasks'!E9)","v":""},{"$f":"IF('Gen Tasks'!F9=0,\"\",'Gen Tasks'!F9)","v":""},"Retirement Planning","general"]
[{"$f":"'Gen Tasks'!D10","v":"RMD Planning"},{"$f":"IF('Gen Tasks'!E10=0,\"\",'Gen Tasks'!E10)","v":""},{"$f":"IF('Gen Tasks'!F10=0,\"\",'Gen Tasks'!F10)","v":"na"},"Retirement Planning","general"]
[{"$f":"'Gen Tasks'!D11","v":0},{"$f":"IF('Gen Tasks'!E11=0,\"\",'Gen Tasks'!E11)","v":""},{"$f":"IF('Gen Tasks'!F11=0,\"\",'Gen Tasks'!F11)","v":""},"Retirement Planning","general"]
[{"$f":"'Gen Tasks'!I4","v":"Risk Tolerance Review / GPM"},{"$f":"IF('Gen Tasks'!J4=0,\"\",'Gen Tasks'!J4)","v":""},{"$f":"IF('Gen Tasks'!K4=0,\"\",'Gen Tasks'!K4)","v":"2015-01-06"},"Investment Planning","general"]
[{"$f":"'Gen Tasks'!I5","v":"Market / Economic Update"},{"$f":"IF('Gen Tasks'!J5=0,\"\",'Gen Tasks'!J5)","v":""},{"$f":"IF('Gen Tasks'!K5=0,\"\",'Gen Tasks'!K5)","v":"2014-03-01"},"Investment Planning","general"]
[{"$f":"'Gen Tasks'!I6","v":"Asset Allocation "},{"$f":"IF('Gen Tasks'!J6=0,\"\",'Gen Tasks'!J6)","v":""},{"$f":"IF('Gen Tasks'!K6=0,\"\",'Gen Tasks'!K6)","v":"2015-02-09"},"Investment Planning","general"]
[{"$f":"'Gen Tasks'!I7","v":"Individual Security Review"},{"$f":"IF('Gen Tasks'!J7=0,\"\",'Gen Tasks'!J7)","v":""},{"$f":"IF('Gen Tasks'!K7=0,\"\",'Gen Tasks'!K7)","v":"na"},"Investment Planning","general"]
[{"$f":"'Gen Tasks'!I8","v":"Performance Review"},{"$f":"IF('Gen Tasks'!J8=0,\"\",'Gen Tasks'!J8)","v":""},{"$f":"IF('Gen Tasks'!K8=0,\"\",'Gen Tasks'!K8)","v":"2015-01-06"},"Investment Planning","general"]
[{"$f":"'Gen Tasks'!I9","v":"Outside Asset Review"},{"$f":"IF('Gen Tasks'!J9=0,\"\",'Gen Tasks'!J9)","v":""},{"$f":"IF('Gen Tasks'!K9=0,\"\",'Gen Tasks'!K9)","v":"2014-01-01"},"Investment Planning","general"]
[{"$f":"'Gen Tasks'!I10","v":"College Planning"},{"$f":"IF('Gen Tasks'!J10=0,\"\",'Gen Tasks'!J10)","v":""},{"$f":"IF('Gen Tasks'!K10=0,\"\",'Gen Tasks'!K10)","v":"2012-01-01"},"Investment Planning","general"]
[{"$f":"'Gen Tasks'!I11","v":"Investment Policy Statement"},{"$f":"IF('Gen Tasks'!J11=0,\"\",'Gen Tasks'!J11)","v":""},{"$f":"IF('Gen Tasks'!K11=0,\"\",'Gen Tasks'!K11)","v":"2012-01-01"},"Investment Planning","general"]
[{"$f":"'Gen Tasks'!N4","v":"Trust / Will Review"},{"$f":"IF('Gen Tasks'!O4=0,\"\",'Gen Tasks'!O4)","v":""},{"$f":"IF('Gen Tasks'!P4=0,\"\",'Gen Tasks'!P4)","v":"2011-01-01"},"Estate Planning","general"]
[{"$f":"'Gen Tasks'!N5","v":"Medical Directives"},{"$f":"IF('Gen Tasks'!O5=0,\"\",'Gen Tasks'!O5)","v":""},{"$f":"IF('Gen Tasks'!P5=0,\"\",'Gen Tasks'!P5)","v":"2014-01-01"},"Estate Planning","general"]
[{"$f":"'Gen Tasks'!N6","v":"Estate Tax Planning"},{"$f":"IF('Gen Tasks'!O6=0,\"\",'Gen Tasks'!O6)","v":""},{"$f":"IF('Gen Tasks'!P6=0,\"\",'Gen Tasks'!P6)","v":"2010-01-01"},"Estate Planning","general"]
[{"$f":"'Gen Tasks'!N7","v":"Legacy Planning"},{"$f":"IF('Gen Tasks'!O7=0,\"\",'Gen Tasks'!O7)","v":""},{"$f":"IF('Gen Tasks'!P7=0,\"\",'Gen Tasks'!P7)","v":"2011-01-01"},"Estate Planning","general"]
[{"$f":"'Gen Tasks'!N8","v":"Charitable Planning"},{"$f":"IF('Gen Tasks'!O8=0,\"\",'Gen Tasks'!O8)","v":""},{"$f":"IF('Gen Tasks'!P8=0,\"\",'Gen Tasks'!P8)","v":"2010-01-01"},"Estate Planning","general"]
[{"$f":"'Gen Tasks'!N9","v":"Your Digital Estate"},{"$f":"IF('Gen Tasks'!O9=0,\"\",'Gen Tasks'!O9)","v":""},{"$f":"IF('Gen Tasks'!P9=0,\"\",'Gen Tasks'!P9)","v":"2015-02-09"},"Estate Planning","general"]
[{"$f":"'Gen Tasks'!N10","v":"Planning for Parents"},{"$f":"IF('Gen Tasks'!O10=0,\"\",'Gen Tasks'!O10)","v":""},{"$f":"IF('Gen Tasks'!P10=0,\"\",'Gen Tasks'!P10)","v":"na"},"Estate Planning","general"]
[{"$f":"'Gen Tasks'!N11","v":"Power(s) of Attorney"},{"$f":"IF('Gen Tasks'!O11=0,\"\",'Gen Tasks'!O11)","v":""},{"$f":"IF('Gen Tasks'!P11=0,\"\",'Gen Tasks'!P11)","v":"na"},"Estate Planning","general"]
[{"$f":"'Gen Tasks'!D17","v":"Tax Harvesting"},{"$f":"IF('Gen Tasks'!E17=0,\"\",'Gen Tasks'!E17)","v":""},{"$f":"IF('Gen Tasks'!F17=0,\"\",'Gen Tasks'!F17)","v":"2014-11-19"},"Tax Planning","general"]
[{"$f":"'Gen Tasks'!D18","v":"Pre-tax / Post-tax Strategies"},{"$f":"IF('Gen Tasks'!E18=0,\"\",'Gen Tasks'!E18)","v":""},{"$f":"IF('Gen Tasks'!F18=0,\"\",'Gen Tasks'!F18)","v":"2014-11-19"},"Tax Planning","general"]
[{"$f":"'Gen Tasks'!D19","v":"CPA Coordination "},{"$f":"IF('Gen Tasks'!E19=0,\"\",'Gen Tasks'!E19)","v":""},{"$f":"IF('Gen Tasks'!F19=0,\"\",'Gen Tasks'!F19)","v":"2014-11-19"},"Tax Planning","general"]
[{"$f":"'Gen Tasks'!D20","v":"Tax Efficient Strategies"},{"$f":"IF('Gen Tasks'!E20=0,\"\",'Gen Tasks'!E20)","v":""},{"$f":"IF('Gen Tasks'!F20=0,\"\",'Gen Tasks'!F20)","v":"2014-11-19"},"Tax Planning","general"]
[{"$f":"'Gen Tasks'!D21","v":"Forecast income for 2019 & 2020"},{"$f":"IF('Gen Tasks'!E21=0,\"\",'Gen Tasks'!E21)","v":""},{"$f":"IF('Gen Tasks'!F21=0,\"\",'Gen Tasks'!F21)","v":"2014-11-19"},"Tax Planning","general"]
[{"$f":"'Gen Tasks'!D22","v":"Forecast invest income for 2020"},{"$f":"IF('Gen Tasks'!E22=0,\"\",'Gen Tasks'!E22)","v":""},{"$f":"IF('Gen Tasks'!F22=0,\"\",'Gen Tasks'!F22)","v":""},"Tax Planning","general"]
[{"$f":"'Gen Tasks'!D23","v":"State Tax Planning"},{"$f":"IF('Gen Tasks'!E23=0,\"\",'Gen Tasks'!E23)","v":""},{"$f":"IF('Gen Tasks'!F23=0,\"\",'Gen Tasks'!F23)","v":""},"Tax Planning","general"]
[{"$f":"'Gen Tasks'!I17","v":"Asset Protection Strategies"},{"$f":"IF('Gen Tasks'!J17=0,\"\",'Gen Tasks'!J17)","v":""},{"$f":"IF('Gen Tasks'!K17=0,\"\",'Gen Tasks'!K17)","v":"2014-07-28"},"Risk Planning","general"]
[{"$f":"'Gen Tasks'!I18","v":"Insurance Plan Review"},{"$f":"IF('Gen Tasks'!J18=0,\"\",'Gen Tasks'!J18)","v":""},{"$f":"IF('Gen Tasks'!K18=0,\"\",'Gen Tasks'!K18)","v":"2014-07-28"},"Risk Planning","general"]
[{"$f":"'Gen Tasks'!I19","v":"Health / Disability Plan Review"},{"$f":"IF('Gen Tasks'!J19=0,\"\",'Gen Tasks'!J19)","v":""},{"$f":"IF('Gen Tasks'!K19=0,\"\",'Gen Tasks'!K19)","v":"2015-02-10"},"Risk Planning","general"]
[{"$f":"'Gen Tasks'!I20","v":"Beneficiary Review"},{"$f":"IF('Gen Tasks'!J20=0,\"\",'Gen Tasks'!J20)","v":""},{"$f":"IF('Gen Tasks'!K20=0,\"\",'Gen Tasks'!K20)","v":"2012-01-30"},"Risk Planning","general"]
[{"$f":"'Gen Tasks'!I21","v":"Long Term Care"},{"$f":"IF('Gen Tasks'!J21=0,\"\",'Gen Tasks'!J21)","v":""},{"$f":"IF('Gen Tasks'!K21=0,\"\",'Gen Tasks'!K21)","v":"2015-01-13"},"Risk Planning","general"]
[{"$f":"'Gen Tasks'!I22","v":"P&C Insurance Review"},{"$f":"IF('Gen Tasks'!J22=0,\"\",'Gen Tasks'!J22)","v":""},{"$f":"IF('Gen Tasks'!K22=0,\"\",'Gen Tasks'!K22)","v":"2015-02-10"},"Risk Planning","general"]
[{"$f":"'Gen Tasks'!I23","v":"Emergency Line of Credit"},{"$f":"IF('Gen Tasks'!J23=0,\"\",'Gen Tasks'!J23)","v":""},{"$f":"IF('Gen Tasks'!K23=0,\"\",'Gen Tasks'!K23)","v":""},"Risk Planning","general"]
[{"$f":"IF('Gen Tasks'!N17=0,\"\",'Gen Tasks'!N17)","v":"Advisor Check / Feedback"},{"$f":"IF('Gen Tasks'!O17=0,\"\",'Gen Tasks'!O17)","v":""},{"$f":"IF('Gen Tasks'!P17=0,\"\",'Gen Tasks'!P17)","v":"2015-01-13"},"Misc","general"]
[{"$f":"IF('Gen Tasks'!N18=0,\"\",'Gen Tasks'!N18)","v":"Limited Trade Authorizations"},{"$f":"IF('Gen Tasks'!O18=0,\"\",'Gen Tasks'!O18)","v":""},{"$f":"IF('Gen Tasks'!P18=0,\"\",'Gen Tasks'!P18)","v":"2015-01-13"},"Misc","general"]
[{"$f":"IF('Gen Tasks'!N19=0,\"\",'Gen Tasks'!N19)","v":"Trustee Delegation"},{"$f":"IF('Gen Tasks'!O19=0,\"\",'Gen Tasks'!O19)","v":""},{"$f":"IF('Gen Tasks'!P19=0,\"\",'Gen Tasks'!P19)","v":"2015-01-13"},"Misc","general"]
[{"$f":"IF('Gen Tasks'!N20=0,\"\",'Gen Tasks'!N20)","v":"Beneficiary Designations"},{"$f":"IF('Gen Tasks'!O20=0,\"\",'Gen Tasks'!O20)","v":""},{"$f":"IF('Gen Tasks'!P20=0,\"\",'Gen Tasks'!P20)","v":""},"Misc","general"]
[{"$f":"IF('Gen Tasks'!N21=0,\"\",'Gen Tasks'!N21)","v":"Titling of Property"},{"$f":"IF('Gen Tasks'!O21=0,\"\",'Gen Tasks'!O21)","v":""},{"$f":"IF('Gen Tasks'!P21=0,\"\",'Gen Tasks'!P21)","v":""},"Misc","general"]
[{"$f":"IF('Gen Tasks'!N22=0,\"\",'Gen Tasks'!N22)","v":""},{"$f":"IF('Gen Tasks'!O22=0,\"\",'Gen Tasks'!O22)","v":""},{"$f":"IF('Gen Tasks'!P22=0,\"\",'Gen Tasks'!P22)","v":""},"Misc","general"]
[{"$f":"IF('Gen Tasks'!N23=0,\"\",'Gen Tasks'!N23)","v":""},{"$f":"IF('Gen Tasks'!O23=0,\"\",'Gen Tasks'!O23)","v":""},{"$f":"IF('Gen Tasks'!P23=0,\"\",'Gen Tasks'!P23)","v":""},"Misc","general"]
[{"$f":"'Age Tasks'!D4","v":"Budget Planning - CFF"},{"$f":"IF('Age Tasks'!E4=0,\"\",'Age Tasks'!E4)","v":""},{"$f":"IF('Age Tasks'!F4=0,\"\",'Age Tasks'!F4)","v":"na"},"under 30","age"]
[{"$f":"'Age Tasks'!D5","v":"Term Life Insurance"},{"$f":"IF('Age Tasks'!E5=0,\"\",'Age Tasks'!E5)","v":""},{"$f":"IF('Age Tasks'!F5=0,\"\",'Age Tasks'!F5)","v":"na"},"under 30","age"]
[{"$f":"'Age Tasks'!D6","v":"Student Debt"},{"$f":"IF('Age Tasks'!E6=0,\"\",'Age Tasks'!E6)","v":""},{"$f":"IF('Age Tasks'!F6=0,\"\",'Age Tasks'!F6)","v":"na"},"under 30","age"]
[{"$f":"'Age Tasks'!D7","v":"Planning for Marriage"},{"$f":"IF('Age Tasks'!E7=0,\"\",'Age Tasks'!E7)","v":""},{"$f":"IF('Age Tasks'!F7=0,\"\",'Age Tasks'!F7)","v":"na"},"under 30","age"]
[{"$f":"'Age Tasks'!D8","v":"Planning for Children"},{"$f":"IF('Age Tasks'!E8=0,\"\",'Age Tasks'!E8)","v":""},{"$f":"IF('Age Tasks'!F8=0,\"\",'Age Tasks'!F8)","v":"na"},"under 30","age"]
[{"$f":"'Age Tasks'!D9","v":"Buying First Home"},{"$f":"IF('Age Tasks'!E9=0,\"\",'Age Tasks'!E9)","v":""},{"$f":"IF('Age Tasks'!F9=0,\"\",'Age Tasks'!F9)","v":"na"},"under 30","age"]
[{"$f":"'Age Tasks'!D10","v":"529 Planning"},{"$f":"IF('Age Tasks'!E10=0,\"\",'Age Tasks'!E10)","v":""},{"$f":"IF('Age Tasks'!F10=0,\"\",'Age Tasks'!F10)","v":"na"},"under 30","age"]
[{"$f":"'Age Tasks'!D11","v":"Employer Benefits Review"},{"$f":"IF('Age Tasks'!E11=0,\"\",'Age Tasks'!E11)","v":""},{"$f":"IF('Age Tasks'!F11=0,\"\",'Age Tasks'!F11)","v":"na"},"under 30","age"]
[{"$f":"'Age Tasks'!I4","v":"401k/Pension Planning"},{"$f":"IF('Age Tasks'!J4=0,\"\",'Age Tasks'!J4)","v":""},{"$f":"IF('Age Tasks'!K4=0,\"\",'Age Tasks'!K4)","v":"2014-01-01"},"under 40","age"]
[{"$f":"'Age Tasks'!I5","v":"First Goal Planning & Monitor"},{"$f":"IF('Age Tasks'!J5=0,\"\",'Age Tasks'!J5)","v":""},{"$f":"IF('Age Tasks'!K5=0,\"\",'Age Tasks'!K5)","v":"2014-01-01"},"under 40","age"]
[{"$f":"'Age Tasks'!I6","v":"Children's Financial Goals"},{"$f":"IF('Age Tasks'!J6=0,\"\",'Age Tasks'!J6)","v":""},{"$f":"IF('Age Tasks'!K6=0,\"\",'Age Tasks'!K6)","v":"2014-01-01"},"under 40","age"]
[{"$f":"'Age Tasks'!I7","v":"Budgeting - CFF"},{"$f":"IF('Age Tasks'!J7=0,\"\",'Age Tasks'!J7)","v":""},{"$f":"IF('Age Tasks'!K7=0,\"\",'Age Tasks'!K7)","v":"2014-01-01"},"under 40","age"]
[{"$f":"'Age Tasks'!I8","v":"Home / Mortgage Planning"},{"$f":"IF('Age Tasks'!J8=0,\"\",'Age Tasks'!J8)","v":""},{"$f":"IF('Age Tasks'!K8=0,\"\",'Age Tasks'!K8)","v":"2014-01-01"},"under 40","age"]
[{"$f":"'Age Tasks'!I9","v":"Employer Benefits Review"},{"$f":"IF('Age Tasks'!J9=0,\"\",'Age Tasks'!J9)","v":""},{"$f":"IF('Age Tasks'!K9=0,\"\",'Age Tasks'!K9)","v":"2014-01-01"},"under 40","age"]
[{"$f":"'Age Tasks'!I10","v":"Life Insurance / Risk Review"},{"$f":"IF('Age Tasks'!J10=0,\"\",'Age Tasks'!J10)","v":""},{"$f":"IF('Age Tasks'!K10=0,\"\",'Age Tasks'!K10)","v":"2014-01-01"},"under 40","age"]
[{"$f":"'Age Tasks'!I11","v":"Leverage / Debt Strategy"},{"$f":"IF('Age Tasks'!J11=0,\"\",'Age Tasks'!J11)","v":""},{"$f":"IF('Age Tasks'!K11=0,\"\",'Age Tasks'!K11)","v":"na"},"under 40","age"]
[{"$f":"'Age Tasks'!N4","v":"GlidePath to Retirement"},{"$f":"IF('Age Tasks'!O4=0,\"\",'Age Tasks'!O4)","v":""},{"$f":"IF('Age Tasks'!P4=0,\"\",'Age Tasks'!P4)","v":"2014-11-19"},"50 - 60","age"]
[{"$f":"'Age Tasks'!N5","v":"50 - 401(k) and IRA Catchup"},{"$f":"IF('Age Tasks'!O5=0,\"\",'Age Tasks'!O5)","v":""},{"$f":"IF('Age Tasks'!P5=0,\"\",'Age Tasks'!P5)","v":"2014-11-19"},"50 - 60","age"]
[{"$f":"'Age Tasks'!N6","v":"Risk Planning Review"},{"$f":"IF('Age Tasks'!O6=0,\"\",'Age Tasks'!O6)","v":""},{"$f":"IF('Age Tasks'!P6=0,\"\",'Age Tasks'!P6)","v":"2014-11-19"},"50 - 60","age"]
[{"$f":"'Age Tasks'!N7","v":"55 - SFS 401(k) Withdrawals"},{"$f":"IF('Age Tasks'!O7=0,\"\",'Age Tasks'!O7)","v":""},{"$f":"IF('Age Tasks'!P7=0,\"\",'Age Tasks'!P7)","v":""},"50 - 60","age"]
[{"$f":"'Age Tasks'!N8","v":"59.5 - IRA Withdrawal"},{"$f":"IF('Age Tasks'!O8=0,\"\",'Age Tasks'!O8)","v":""},{"$f":"IF('Age Tasks'!P8=0,\"\",'Age Tasks'!P8)","v":""},"50 - 60","age"]
[{"$f":"'Age Tasks'!N9","v":"Long Term Care Plan"},{"$f":"IF('Age Tasks'!O9=0,\"\",'Age Tasks'!O9)","v":""},{"$f":"IF('Age Tasks'!P9=0,\"\",'Age Tasks'!P9)","v":""},"50 - 60","age"]
[{"$f":"'Age Tasks'!N10","v":"Planning for Parents"},{"$f":"IF('Age Tasks'!O10=0,\"\",'Age Tasks'!O10)","v":""},{"$f":"IF('Age Tasks'!P10=0,\"\",'Age Tasks'!P10)","v":""},"50 - 60","age"]
[{"$f":"'Age Tasks'!N11","v":"Planning for Grandchildren"},{"$f":"IF('Age Tasks'!O11=0,\"\",'Age Tasks'!O11)","v":""},{"$f":"IF('Age Tasks'!P11=0,\"\",'Age Tasks'!P11)","v":""},"50 - 60","age"]
[{"$f":"'Age Tasks'!D17","v":"61-Social Security Optimization"},{"$f":"IF('Age Tasks'!E17=0,\"\",'Age Tasks'!E17)","v":""},{"$f":"IF('Age Tasks'!F17=0,\"\",'Age Tasks'!F17)","v":""},"60 - 75","age"]
[{"$f":"'Age Tasks'!D18","v":"GlidePath to Retirement"},{"$f":"IF('Age Tasks'!E18=0,\"\",'Age Tasks'!E18)","v":""},{"$f":"IF('Age Tasks'!F18=0,\"\",'Age Tasks'!F18)","v":""},"60 - 75","age"]
[{"$f":"'Age Tasks'!D19","v":"65 - Medicare Eligibility"},{"$f":"IF('Age Tasks'!E19=0,\"\",'Age Tasks'!E19)","v":""},{"$f":"IF('Age Tasks'!F19=0,\"\",'Age Tasks'!F19)","v":""},"60 - 75","age"]
[{"$f":"'Age Tasks'!D20","v":"Long Term Care Planning"},{"$f":"IF('Age Tasks'!E20=0,\"\",'Age Tasks'!E20)","v":""},{"$f":"IF('Age Tasks'!F20=0,\"\",'Age Tasks'!F20)","v":""},"60 - 75","age"]
[{"$f":"'Age Tasks'!D21","v":"Planning for Grandchildren"},{"$f":"IF('Age Tasks'!E21=0,\"\",'Age Tasks'!E21)","v":""},{"$f":"IF('Age Tasks'!F21=0,\"\",'Age Tasks'!F21)","v":""},"60 - 75","age"]
[{"$f":"'Age Tasks'!D22","v":0},{"$f":"IF('Age Tasks'!E22=0,\"\",'Age Tasks'!E22)","v":""},{"$f":"IF('Age Tasks'!F22=0,\"\",'Age Tasks'!F22)","v":""},"60 - 75","age"]
[{"$f":"'Age Tasks'!D23","v":0},{"$f":"IF('Age Tasks'!E23=0,\"\",'Age Tasks'!E23)","v":""},{"$f":"IF('Age Tasks'!F23=0,\"\",'Age Tasks'!F23)","v":""},"60 - 75","age"]
[{"$f":"'Age Tasks'!I17","v":"70 - RMD Planning"},{"$f":"IF('Age Tasks'!J17=0,\"\",'Age Tasks'!J17)","v":""},{"$f":"IF('Age Tasks'!K17=0,\"\",'Age Tasks'!K17)","v":""},"75 - 85","age"]
[{"$f":"'Age Tasks'!I18","v":"Age-Proof Planning"},{"$f":"IF('Age Tasks'!J18=0,\"\",'Age Tasks'!J18)","v":""},{"$f":"IF('Age Tasks'!K18=0,\"\",'Age Tasks'!K18)","v":""},"75 - 85","age"]
[{"$f":"'Age Tasks'!I19","v":"Long Term Care Planning"},{"$f":"IF('Age Tasks'!J19=0,\"\",'Age Tasks'!J19)","v":""},{"$f":"IF('Age Tasks'!K19=0,\"\",'Age Tasks'!K19)","v":""},"75 - 85","age"]
[{"$f":"'Age Tasks'!I20","v":"Planning for Grandchildren"},{"$f":"IF('Age Tasks'!J20=0,\"\",'Age Tasks'!J20)","v":""},{"$f":"IF('Age Tasks'!K20=0,\"\",'Age Tasks'!K20)","v":""},"75 - 85","age"]
[{"$f":"'Age Tasks'!I21","v":0},{"$f":"IF('Age Tasks'!J21=0,\"\",'Age Tasks'!J21)","v":""},{"$f":"IF('Age Tasks'!K21=0,\"\",'Age Tasks'!K21)","v":""},"75 - 85","age"]
[{"$f":"'Age Tasks'!I22","v":0},{"$f":"IF('Age Tasks'!J22=0,\"\",'Age Tasks'!J22)","v":""},{"$f":"IF('Age Tasks'!K22=0,\"\",'Age Tasks'!K22)","v":""},"75 - 85","age"]
[{"$f":"'Age Tasks'!I23","v":0},{"$f":"IF('Age Tasks'!J23=0,\"\",'Age Tasks'!J23)","v":""},{"$f":"IF('Age Tasks'!K23=0,\"\",'Age Tasks'!K23)","v":""},"75 - 85","age"]
[{"$f":"'Age Tasks'!N17","v":"Longevity Planning"},{"$f":"IF('Age Tasks'!O17=0,\"\",'Age Tasks'!O17)","v":""},{"$f":"IF('Age Tasks'!P17=0,\"\",'Age Tasks'!P17)","v":""},"85 over","age"]
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