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Advisor Funnies: Snow bloopers on the news, Texans coping with unprecedented winter weather…and more.
Advisor Funnies: From the silly to the sublime, these facts and photos from ancient times to the 20th century show humans have not changed all that much, though their technology certainly has.
Advisor Funnies: These photos, mostly snapped by accident, capture a split-second of something amazing or hilarious—or both!
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024