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Advisor Funnies: Plus…the family goes to Coney Island, and “a more loving treatment of time” is discussed in this 1974 conversation with humorist Sam Levenson. A little bit mind-blowing.
Advisor Funnies: Some Mother’s Day fun, plus Dad’s dog contract, and the legend of Boaty McBoatface.
Advisor Funnies: How different age groups view the trade-off between time and money, plus Bill Murray, Spencer Tracy and others on cabbage, clams, milk, dosh, dough, shekels, frogskins, you know, the folding stuff…
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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