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Here's a simple and fun way to meet the wealthy in your community. There are dozens of opportunities for this strategy in every locale across the U.S.
What it takes to reach $50 million is completely different from what it takes to reach $100 million. Here's how some successful advisors are tweaking their business plans to reach the next celebrated standard of achievement.
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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