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There is never a shortage of opinions about the Fed, but there is an awful lot of fiction mixed in with reality. When client questions come your way, arm yourself with knowledge and have the facts at your fingertips.
Reverse mortgages may help seniors manage debt, but they can also help advisors manage risk. As a tax-free source of income, advisors can use these loans as a way to replace cash, defer drawdown of retirement assets, reduce tax liabilities, and more.
5 Advisor TalkingPoints: Prepare for client interactions with this week's survey, including an examination of the rally, the Fed's latest meeting, the initial read on Q2 GDP, and data that suggests a rebound in manufacturing.
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins January 23, 2025
Social Security and Medicare Workshop
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AI Marketing for Advisors
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The Discovery Meeting Workshop: Transform Your Discovery Process
February 10–11, 2025