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It’s hard to know where SSA’s responsibility begins and ends when it comes to notifying people of potential benefits. So it may fall to you, the financial advisor, to fill this role for your clients and prospects, particularly for less common situations.
Advisor Funnies: Questionable and amusing situations encountered by building inspectors…plus some uplifting comics for trying times.
Advisor Funnies: Snow bloopers on the news, Texans coping with unprecedented winter weather…and more.
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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