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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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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