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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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Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025