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Advisor Funnies: Pay attention to the signs life puts in front of you. You might just have a good thing to laugh about.
Advisor Funnies: People can be counted on to do silly things. Some of those silly things are downright dumb. Here are some examples of dumb things at work.
Advisor Funnies: Everyone loves a good movie. But does everyone love a good movie sequel? Here are some you’re never going to see.
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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