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Advisor Funnies: Whose brows are most commanding? Plus some other compelling historic tidbits…
Advisor Funnies: Stoke the nostalgia with some iconic summer songs and have a few bittersweet laughs as we bid farewell to the fairest of the seasons.
Advisor Funnies: Stand-up comedian Hanna Evensen muses on her Swedish heritage…plus the hidden uses of everyday objects.
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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