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Inflation continues to be “surprisingly soft” as the earnings season gets underway.
Advisor TalkingPoints: Prepare for client interactions with this month’s discussion of the market’s new highs, earnings, key economic reports, interest rates, a possible new Fed chief, and more.
Warn your clients about eight mistakes that can derail their retirement plans and downgrade their lifestyle, plus provide a quick overview of the markets and economy with this month’s client letter.
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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
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024