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Advisor Funnies: Should you take advice on marriage from comedians? You make the call…
Advisor Funnies: You’ll never look at that water bottle the same way again.
Advisor Funnies: Known for his wit as well as his investing wisdom, these quips from Buffett are humorous, but point the way toward investing success and a life well-lived.
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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