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Advisor Funnies: Competitive niceness…plus some kooky photo ops.
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.
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Savvy Tax Planning School for Financial Advisors
With Jeffrey Levine, CPA/PFS, CFP®, CSW®, MSA and Debra Taylor, CPA/PFS, JD, CDFA
January 25–28, 2022
“New Normal” Practice Management Workshop
With Debra Taylor, CPA/PFS, JD, CDFA
February 1-4, 2022