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Advisor Funnies: Modes of transport…
Advisor Funnies: Did you see that?
Advisor Funnies: The Japanese have created an over-the-shoulder breast-like device that allows men to simulate breastfeeding their infant when Mom is off-duty…plus more inventions you may or may not really need.
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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