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Advisor Funnies: These videos certainly demonstrate sincere effort, if not full execution.
Advisor Funnies: What would you say to your January 2020 self? Plus a cooties vaccine, the perils of low-angle ugly, and a warning from the Roman Empire.
Advisor Funnies: Opening day of the 2021 MLB season was pretty exciting, but don’t forget about the resumption of other amazing sporting competitions like Finnish wife-carrying. Yes, this is real!
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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