No credit card, no obligation Financial Professionals only
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It’s hard to know where SSA’s responsibility begins and ends when it comes to notifying people of potential benefits. So it may fall to you, the financial advisor, to fill this role for your clients and prospects, particularly for less common situations.
Advisor Funnies: Questionable and amusing situations encountered by building inspectors…plus some uplifting comics for trying times.
Advisor Funnies: Snow bloopers on the news, Texans coping with unprecedented winter weather…and more.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024