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Advisor Funnies: Every now and then an ad or a sign jumps out at you. Sometimes that’s because someone has fallen down on the job. Here are some of those.
Advisor Funnies: What if there were a collection of the sort of jokes that dads love to tell? Well, there is! Here’s a sampling.
Advisor Funnies: Getting away from it all doesn’t always go the way you hoped. Sometimes your vacation has some surprises. Here are some of those.
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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