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8 Advisor TalkingPoints: As you prepare for client interactions, we take a look at why the market has been rising and what might dampen bullish sentiment.
Looking for a bottom: the price of gold has to stop going down before it can start going back up.
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025
AI Marketing for Advisors
Begins October 23, 2025