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August Advisor Funnies: Plus, a parenting anecdote about a Disney dream vacation, how to laugh like a wealthy person, and much more.
Advisor Funnies: Job limbo, plus identifying with the “before” guy…
Advisor Funnies: One 40-something woman’s search for a signature look, plus “If genies were Southern,” 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