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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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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