No credit card, no obligation Financial Professionals only
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December Advisor Funnies: Let a gizmo churn out a resolution for you, or choose one according to your Meyers-Briggs type! Plus a few more amusements to bring the year to an end with a chuckle.
Advisor Funnies: Plus Harlso the Balancing Hound and a Scary Snowman raises a ruckus in Philly.
Advisor Funnies: Some are awkward, some are inspired, but let the onslaught of family photo cards begin!
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024