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Advisor Funnies: Which stories are true and which are a hoax. Jimmy Fallon with John Mulaney, Pete Davidson, Tina Fey and Amy Poehler. Plus more…
Advisor Funnies: British show Mock the Week has comedians coming up with funny lines for superheroes…plus Superman’s funeral…and more!
Advisor Ideas: Some motivational remarks from Dr. King about perseverance, how to make a meaningful life, and the power of love.
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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