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Advisor Funnies: When you lose weight, where does the fat go?
Advisor Funnies: These feathered and four-footed friends really do manage to get their point across.
Advisor Funnies: There’s a new talk show out there. Comedian Tig Nataro doesn’t follow pop culture, so her guests are big stars, yet unknown to her. She tries to figure out who they are and why they are famous.
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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