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Horsesmouth Essential: Are you efficient and effective, or do you have days that seem to fly by with little accomplished? If you find yourself at the end of the day with lots of work left undone, take a look at this list of the top 10 culprits and how you can take control of them.
Horsesmouth Essential: How much of your mood and outlook are under your control? Are some people just born with a better disposition than others? And if that’s true, how much can it affect your success?
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024