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Advisor Funnies: Plus air travel in real life…and a film by my dog, Bob…
Advisor Funnies: Whether clever, cute or incredibly crafted, these Halloween costumes are sure to bring a smile—or maybe a gasp!
Advisor Funnies: Modern air travel. Luxurious? No. Moderately comfortable? No. Recognition of basic human dignity? No. But at least it’s funny sometimes.
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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