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Advisor Funnies: An amusing and informative TEDx Talk that includes the gem “No man ever listened his way out of a job.” Plus some retirement laughs…
Advisor Funnies: A toddler storms into Dad’s on-air BBC interview, plus Ron Burgundy calls the MLS opener, and some men taking time off from adulting.
Advisor Funnies: The Chicago River goes green for St. Paddy’s, plus more Irish humor and a tiny, tiny staircase fit for a leprechaun.
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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