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Advisor Funnies: Sassy pastors pushing the comedy medium of the changeable letter sign…
Advisor Funnies: Jim Gaffigan can’t cope with the idea of living in the year 2020…plus amazing things to look forward to in 2020.
Advisor Funnnies: This year, a send-up of a first meeting with a financial advisor got the most looks from our readers. Also amusing: learning where the fat goes when you lose weight! Warren Buffet’s best quotes and more rounded out the comic relief.
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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