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January Advisor Funnies: Plus, the hidden meaning of corporate speak and the most popular surnames in every state!
December Advisor Funnies: Plus, five secrets about Santa that may surprise you, wiping the slate clean for the new year, and more…
November Advisor Funnies: A full range of perspectives on turkey, plus some reflections on dessert.
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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