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Advisor Funnies: This generator will provide you not just with random financial advice but also random wine reviews, catchy headlines, political rhetoric and more! Plus a beer bottle choir…
Advisor Funnies: Plus, a massive wave crashes at a Seoul aquarium…and a liquidity strategy.
Advisor Ideas: A few stories to ponder as we head into the holiday weekend honoring those who have put their lives on the line for our country, democracy and freedom throughout the world.
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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
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024