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Advisor Funnies: Down through the ages artists have captured beauty and wonder. Sometimes they just leave you wondering. Here are a few examples with some levity attached.
Advisor Funnies: The human experience. So much of it is so relatable. We recognize the commonality of the travails and silly situations we all find ourselves in. Here are some of those.
Advisor Funnies: Hotels, too, are like a box of chocolates. You never know what you’re going to get. Here are some of those surprises…and duds.
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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