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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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Social Security and Medicare Workshop—Boomer Spike Coming!
With Elaine Floyd, CFP® and Sean M. Bailey
September 19–22, 2022
Savvy Tax Planning School for Advisors
With Jeffrey Levine, CPA/PFS, CFP®, CSW®, MSA and Debra Taylor, CPA/PFS, JD, CDFA
October 12-14, 2022
3 Keys to Profitable Client Tax Planning
Thursday, August 11
4:00 p.m. ET/1:00 p.m. PT
29 Presentations to Connect with Prospects Now
Wednesday, August 10