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Advisor Funnies: Plus keeping up with raccoons, another juggler gives up his dreams, and more…
Advisor Funnies: A zip-line ride and a first communion that go somewhat awry…plus more…
Advisor Funnies: Excerpts from the uplifting Insta account that focuses on the heartwarming and humorous in life.
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Social Security and Medicare Workshop—Boomer Spike Coming!
With Elaine Floyd, CFP® and Sean M. Bailey
June 13–16, 2022
Social Security and Medicare: Help Clients and Prospects Navigate These Major Government Programs
Wednesday, May 25
4:00 p.m. ET / 1:00 p.m. PT
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“New Normal” Practice Management Workshop
With Debra Taylor, CPA/PFS, JD, CDFA
July 11–14, 2022
Getting Long-Term Care Planning Right: Smart Approaches for People at All Stages
Thursday, May 26