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Advisor Funnies: A special look at first ladies including Frances Cleveland, Edith Wilson, Dolley Madison, Lady Bird Johnson, Eartha Kitt, Eleanor Roosevelt, a lady sniper…and more!
Advisor Funnies: The love that dare not speak its name…dating over 40…plus more for Valentine’s Day.
Advisor Funnies: The pros and cons of owning and renting, plus the stand-up economist, signs from God…and more…
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Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025