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Advisor Funnies: One man’s particular passion…plus 21 obscure and hilarious facts that will make you a fun conversationalist and keep people laughing at holiday parties.
Advisor Funnies: Of course, the Japanese have a word for it: tsundoku. That and more for those who love a good read.
Advisor Funnies: Plus a word or two from the Grim Reaper.
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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