NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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Advisor Funnies: What is considered healthy and palatable cuisine changes from decade to decade, as these diet and menu recommendations from the past demonstrate all too well…
Advisor Funnies: It all starts out so optimistically…plus the last sailing ship, a little Laurel and Hardy, and more….
Advisor Funnies: Plus, texting codes for seniors and what animals are really saying.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
September 15–18, 2025
The AI-Powered Financial Advisor
Begins September 18, 2025