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Tired of traditional business plans that fall flat? Discover why shifting to quarterly activity planning is the game-changer you need in 2025.
Use this four-step process to turn challenges into opportunities for learning. Few things will have a more positive impact on your life and business.
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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