No credit card, no obligation Financial Professionals only
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Advisor Funnies: The jaw-dropping escape skills of the octopus, plus a little more seaside amusement.
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…
Advisor Funnies: Communication skills, plus the dos and don’ts of humor in the workplace!
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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