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Advisor Funnies: Maps that reveal some surprising facts, plus brownies gone awry…and basketball interviews gone wrong.
Advisor Funnies: Peculiar feline perches…
Advisor Funnies: A 3½-year-old entrepreneur…“Have piano, will travel”…and 21 golden retriever puppies…
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024