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Advisor Funnies: How much do you really know about American bills? Plus more…
Advisor Funnies: How long does a dollar bill last? How about a fiver? Plus clever bar bets and how to win them…and more….
Advisor Funnies: Stand-up comedians riff on their parents, plus a special celebrity sighting…and more.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025