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Advisor Funnies: Peculiar feline perches…
Advisor Funnies: A 3½-year-old entrepreneur…“Have piano, will travel”…and 21 golden retriever puppies…
Advisor Funnies: Competitive niceness…plus some kooky photo ops.
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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