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Advisor Funnies: A startlingly fast turtle…plus Liza Minnelli and Ann-Margret do housekeeping…
Advisor Funnies: Tyrion negotiates with Monty Python…plus a great John Cleese interview and more!
Advisor Funnies: Are you growing a ’stache for Movember? Or tolerating one on your spouse? Get the inside story on why moustaches are far, far better than beards…plus a virtual escape room…and more.
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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
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024