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August Advisor Funnies: Stoke the nostalgia with these iconic songs, and have a few bittersweet laughs as we bid farewell to the fairest of the seasons. Plus hidden uses of everyday things, surfing icons and more.
July Advisor Funnies: A walk light that makes it easy to wait, pictures of the same New York scenes now and 125 years ago, and a “Game of Thrones” Word Quiz.
June Advisor Funnies: With the holiday weekend approaching it’s the perfect time to jump on the latest fitness bandwagon: Napercise. This is real and people are actually doing it at gyms! Plus fireworks and signs of summer.
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins January 23, 2025
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
December 9–12, 2024
AI Marketing for Advisors
Begins January 9, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
February 10–11, 2025