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ChartTalk: Saturday marked 12 years since the last federal minimum wage increase on July 24, 2009, the longest period in U.S. history without an increase. How much real buying power does a minimum wage paycheck hold today compared with 2009 or 1968?
ChartTalk: Learn the stories behind some of the world’s biggest Ponzi schemes in this illustrative infographic from Visual Capitalist.
ChartTalk: Who are the next generation of UHNW clients? How do they differ from their parents? And what are they looking for in an advisor?
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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
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024