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Advisor Funnies: At the annual state high school hockey tournament in Minnesota, a return to normal play brings a show of voluminous windswept locks on the ice. Nice flow, boys.
Advisors Funnies: Some very customized cars…plus more…
You want to be friendly with clients, but don’t get so casual that you say something you will regret. Make sure that your foot stays out of your mouth by avoiding these relationship-souring comments.
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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