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The ongoing market drama requires you to stay on top of new developments—especially if your clients are cooped up on cruise ships. BlackSwanRx offers an assortment of links, charts, and comic relief for advisors new to pandemics and oil shocks.
Advisor TalkingPoints: Prepare for client interactions with this special edition of our monthly review focusing on the coronavirus, the market reaction, and an outline to guide you in communicating with clients about the evolving situation.
As the human toll mounts in the Covid-19 outbreak, so does the economic damage. Experts from Wharton and Penn discuss what we know—and don’t know—about the virus and its potential impact.
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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