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Advisor Funnies: Experience the strange satisfaction of watching Jack Black groom away of all his “Covid hair.” Plus more!
Advisor Funnies: A horse steps in to really make the photo…plus more…
Advisor Funnies: Memorializing the pandemic in ink…plus more…
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024