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Chart Talk: Where can a couple live for $2500 or less a month, including health care? And still enjoy a mild climate, modern amenities and plenty of English-speaking people?
Chart Talk: What are the key trends that will affect the industry in the next five years?
This year, what advisors wanted to see most was how much other advisors were making—and charging! They also checked in to statistics on the odds they’d need long-term care, prospecting savvy, and what makes clients kick their advisor to the curb.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024