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Are your clients prepared for the complex financial adjustments imposed by divorce? Here's a rundown of the issues you'll need to tackle when couples call it quits.
Once tech tanked, this independent advisor had to kiss her primary marketing strategy goodbye. Here's how she rebuilt her practice—while helping her prospects rebuild their lives.
Looking for a way to tap into the women's market? The new Money Clubs could be the resource you need. Here's how to get involved.
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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