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April Advisor Funnies: Margaret Thatcher got by on just four hours a night while ruling Britannia…plus the ideal nap length and more…
March Advisor Funnies: Assuage the pain with these digs at the IRS.
February Advisor Funnies: See how many you get out of 10…then enjoy a video from the Classic T.V. Comedy Vault.
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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