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Advisor Funnies: How animal care workers persuade their charges onto the scale…plus more animals finding themselves in human situations…
Advisor Funnies: In the words of Kurt Vonnegut: “Laughter and tears are both responses to frustration and exhaustion. I myself prefer to laugh, since there is less cleaning to do afterward.”
Advisor Funnies: Eye-popping moves to kick off the summer.
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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