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Advisor Funnies: The double moustache, the monkey tail, these are probably facial hair trends to avoid, even during Movember. Plus one guy goes through eight beard and ‘stache combos’ til he is clean shaven.
Advisor Funnies: Inspiration from families who took group costumes all the way, plus more!
Advisor Funnies: Inexplicable eavesdroppings from the streets of New York…plus Chicago, LA, Miami and 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