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Medicare premiums can take surprising bites from your clients’ income. Help them by learning how to appeal Part B premium adjustments.
Horsesmouth Essential: Health insurance plays a key role in the retirement decision, and financial advisors can perform an extremely valuable service by helping clients explore their options in an unbiased way.
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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