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September Chart Talk: How did firms small and large do on revenue and operating profit for 2015? What are the world’s worst cases of hyperinflation? What percent of 401(k) participants would like investment advice? All this and more in September’s charts.
August Chart Talk: From an interactive map showing long-term care costs in each state to a look at how millionaires use LinkedIn, these charts throw light on the kind of guidance clients need as well as where to find the clients you most want to serve.
July Chart Talk: Charts show how much American are saving in their IRAs, what CPAs are interested in after tax season, the IMF’s view on Brexit, and much more.
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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