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April Advisor Funnies: Plus, an accountant’s biggest wish, new technology from Facebook, and some classic Catskills humor!
March Advisor Funnies: Plus a couple clarifying Venn diagrams and the guy you don’t want to be running next to at the gym.
February Advisor Funnies: Plus, Zeppelin by Xylophone, funny Chinese translations, and Morgan Stanley’s Margin Games: Managers on Fire (a controversial Hunger Games parody).
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
March 23–26, 2026