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Horsesmouth Essential: Advisors know most investors are prone to making emotional decisions that can become costly mistakes. Behavioral finance expert Victor Ricciardi discusses some common challenges and how you can nudge clients toward more rational choices.
What if the way financial advisors and our industry talk about women and investing is doing more harm than good?
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025