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Advisor Funnies: Sometimes you have to look closely. Sometimes you still don’t see it. That’s when a helpful hint—in the form of a simple circle—is all the help you need.
Advisor Funnies: The National Park Service knows how to get a laugh. Its social media accounts have taken off, thanks to funny—while informative—commentary regarding wildlife and other natural wonders. Take a look…if you can bear it.
Advisor Funnies: The best things in life are free. The funniest things have a price. Some marketing fails near you…
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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