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Advisor Funnies: What is considered healthy and palatable cuisine changes from decade to decade, as these diet and menu recommendations from the past demonstrate all too well…
Advisor Funnies: It all starts out so optimistically…plus the last sailing ship, a little Laurel and Hardy, and more….
Advisor Funnies: Plus, texting codes for seniors and what animals are really saying.
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Savvy Tax Planning School for Advisors
With Jeffrey Levine, CPA/PFS, CFP®, CSW®, MSA and Debra Taylor, CPA/PFS, JD, CDFA
June 21–24, 2021
“New Normal” Practice Management Workshop
With Debra Taylor, CPA/PFS, JD, CDFA
July 19–22, 2021
Show Clients When To Claim Their Social Security Benefits
Wednesday, July 7
2:00 p.m. ET/11:00 a.m. PT
Savvy College Planning Workshop
With Lynn O’Shaughnessy
August 2–5, 2021