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Advisor Funnies: A zip-line ride and a first communion that go somewhat awry…plus more…
Advisor Funnies: Excerpts from the uplifting Insta account that focuses on the heartwarming and humorous in life.
Advisor Funnies: From the practical to the whimsical to the beautiful, these clever ideas from Korea give a refreshing peek at the world from a different cultural view.
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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