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AI for Advisors: At the dawn of the Internet age, CEOs who delegated email to their secretaries missed the leadership transformation happening right under their noses. Today’s advisors who treat AI as “an admin thing” are making the exact same mistake.
AI for Advisors: AI fluency will define which financial advisors thrive in the next decade. The key isn’t technical expertise. It’s learning to communicate clearly with AI as a thinking partner that augments your judgment.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
December 8–11, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins January 12, 2026