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President Biden’s proposed stimulus package is comprehensive and will likely help to move the economy forward, but direct payments could be better targeted to those in need, say Wharton experts.
Advisor TalkingPoints: After an election, clients always have questions about what is coming next. Prepare for those conversations with our monthly review focusing on the economy, the labor market, the strong housing market, earnings and more.
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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