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Fundraising campaigns provide great opportunities to display your value, broaden your social network, and win new clients. But before you commit, be sure to make a realistic assessment of how much time you want to spend and the kinds of contacts you want to meet.
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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