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Instead of having separate conversations about investing and philanthropy, talk with your clients about how they can accomplish both objectives with the same dollars by investing in companies working on specific social and environmental problems.
Petroleum-based products are all around us. Here are some ways to reduce petro in, or eliminate it from, your purchases.
An MIT researcher has found the fuel source to be neither cleaner nor cheaper to produce.
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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