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Advisor Funnies: Plus the ancient history of bike safety helmets and the best way to make coffee.
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….
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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