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Advisor Funnies: How do you know if you’re mansplaining? Plus Canadian bear removal…the good old days…and fitness.
Advisor Funnies: Candid shots capture the long, long wait at the mall…
Advisor Funnies: Astonishing pie crusts, clever hacks for the pie master of the household, and deep thoughts on pie…
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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