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Advisor Funnies: Screwups happen. But, geez, sometimes you just shake your head at how the simple things can go so, so wrong.
Advisor Funnies: Down through the ages artists have captured beauty and wonder. Sometimes they just leave you wondering. Here are a few examples with some levity attached.
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The Discovery Meeting Workshop: Transform Your Discovery Process
September 8–9, 2025
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
September 15–18, 2025
The AI-Powered Financial Advisor
Begins September 18, 2025