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Advisor Funnies: Plus, texting codes for seniors and what animals are really saying.
Advisor Funnies: Plus, famous American film locales, Buffett wants to buy the world a Coke, and the pains and pleasures of a sports fan!
Advisor Funnies: Jack Gyllenhaal plays Mr. Music, plus a little dog with a big habit, “if apps were people”…and more…
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024