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Advisor Funnies: The celebrated Irish humorist on banks, retirement, personal debt, quitting smoking, Irish wakes and more…
Advisor Funnies: These videos certainly demonstrate sincere effort, if not full execution.
Advisor Funnies: What would you say to your January 2020 self? Plus a cooties vaccine, the perils of low-angle ugly, and a warning from the Roman Empire.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024