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Advisor Funnies: Plus, how does an Etch a Sketch work anyways, the latest inductees to the National Toy Hall of Fame, and more…
January Advisor Funnies: Amazing Japanese ice cube carving, cocktail finesse, a bike in a tree, millionaire mapping, Bitcoin humor, and lots more…
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.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024