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Advisor Funnies: Getting back to in-person meetings after a year-plus of Zoom…an interesting neighbor out for a stroll…and a dad just taking the usual precautions…
Advisor Funnies: Motivation…plus chicken soup and cows and being unmotivated with Jim Gaffigan.
August Advisor Funnies: Plus, a parenting anecdote about a Disney dream vacation, how to laugh like a wealthy person, and much more.
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IRA Expertise Workshop
With Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA
November 15–18, 2021
Getting Long-Term Care Planning Right: Smart Approaches for People at All Stages
Tuesday, October 26
4:00 p.m. EST/1:00 p.m. PT
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
December 6–9, 2021
3 Keys to Profitable Client Tax Planning
Thursday, October 28
4:00 p.m. ET/1:00 p.m. PT
Get in Front of CPAs with CPE Webinars
Wednesday, October 27