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Successful people learn how to manage their attitudes, which improves the mood and productivity of everyone around them. If you haven’t taken conscious control over your outlook, it’s time.
The financial services industry is evolving faster than ever, and slow, methodical change may be holding you back. Discover why embracing fast-paced adaptation is key to staying competitive and future-proofing your practice.
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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