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Advisor Funnies: You may know the drill. Ask a kid to do their chores and you’re going to get an earful. Here are some tweets from parents describing what happened when they asked for a bit of help around the house.
Advisor Funnies: The Internet can be wonderful. It can also be downright weird. Here’s a stroll down Strange Street.
Advisor Funnies: Pie charts, bar charts, line charts…and chuckle charts. These charts help explain life in ways sure to tickle your funny bone.
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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