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Advisor Funnies: An optical illusion photo that may shock you ’til you see what it is…plus more confusing and humorous images…
Advisor Funnies: The average age of various lifetime milestones…plus more…
Advisor Funnies: Fred captures every state and region, plus more…
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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
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024