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June Advisor Funnies: Plus, the ultimate key to a successful charity drive, Google search results for “marine animals,” and a look at modern dating apps.
May Advisor Funnies: Plus, elderly couples having loads of fun, and David Letterman retires with a memorable Top Ten List!
April Advisor Funnies: Plus, an accountant’s biggest wish, new technology from Facebook, and some classic Catskills humor!
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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