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Advisors Funnies: Plus…how to retire with millions, and from the archives: John Oliver interviews Steven Hawking.
Advisor Funnies: This generator will provide you not just with random financial advice but also random wine reviews, catchy headlines, political rhetoric and more! Plus a beer bottle choir…
Advisor Funnies: Plus, a massive wave crashes at a Seoul aquarium…and a liquidity strategy.
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“New Normal” Practice Management Workshop
With Debra Taylor, CPA/PFS, JD, CDFA
July 11–14, 2022
Marketing, Messaging, and Practice Management in the Covid Era
Wednesday, July 6
4:00 pm ET/1:00 am PT
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Build a College Planning Niche That Attracts Wealthy Clients
With Lynn O’Shaughnessy and Sean M. Bailey
August 1–4, 2022
5 Reasons You Need to Overhaul Your IRA Knowledge
Tuesday, July 19
4:00 p.m. ET/1:00 p.m. PT