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November Advisor Funnies: How to corral your relatives and enjoy the day, plus an early start on Christmas decorating…
Chart Talk: Cost for Thanksgiving dinner is at a five-year low, mainly due to the reduced price for turkey. More on that, and see what Americans have been eating on T-day since before Lincoln declared it a national holiday in 1863.
October Advisor Funnies: Some mind-blowing pumpkin carving, laughs from beyond the grave, repurposed bones, and one hilarious Halloween costume.
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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