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September Advisor Funnies: Plus, the IRS audit blues, the meaning of success in retirement, and what the Mexican Donald Trump has to say about Americans!
August Advisor Funnies: Plus a little romance and bi-coastal hamburger rivalries!
July Advisor Funnies: Plus magic carpets, teenage gymnastic feats, and a bear’s killer pool dive!
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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