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Advisor Funnies: These teachers and professors bring a little humor to the classroom…
Advisor Funnies: A gorgeous teacher, a strange phone message, and a young Woody Allen as a business exec…all catching folk unawares.
Advisor Funnies: Should you take advice on marriage from comedians? You make the call…
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Strategize Your 2020 Communications Masterplan
Tuesday, November 19
4:00 p.m. ET/1:00 p.m. PT
Profitable Client Tax Planning: 3 Keys to Advisors Succeeding
Wednesday, November 20
2020 Data at Your Fingertips…
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Start the new decade off right
Become an expert in Social Security, Medicare, Tax Planning, College Planning, IRA Planning, or Marketing
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Savvy Tax Planning School for Advisors
Teach the public about the new tax law and how taxes will impact their retirement. Be their guide!
Atlanta: January 16–17, 2020
Las Vegas: January 30–31, 2020