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Horsesmouth Essential: Along with college and retirement, caregiving can take a big toll on a client’s finances. Help your clients shoulder the burden by offering these planning and elder-care resources. Not only will you provide welcome help to your clients, but you’ll cement your position within the family as a caring and compassionate advisor.
Horsesmouth Essential: Baby boomers face seven key events in this last stage of life that will color their finances and investments. Help them prepare for these transitions with counseling, planning, and compassion.
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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