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Advisor Funnnies: This year, a send-up of a first meeting with a financial advisor got the most looks from our readers. Also amusing: learning where the fat goes when you lose weight! Warren Buffet’s best quotes and more rounded out the comic relief.
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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