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Even small firms can use a bonus plan to help motivate the team and raise morale after the challenging year we have all experienced. Which of these three plans would best help your team gain new ground?
Employing simple techniques drawn from games can help you better engage employees (and clients!) and even rethink work to make it more meaningful and fun. Get started with the action steps in this “Nano Tool for Leaders” from Wharton.
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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