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Advisor Funnies: A video that puts you back into your young imagination…plus a map of all the companies owned by Disney.
Advisor Funnies: Modes of transport…
Advisor Funnies: Did you see that?
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Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025