NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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Chart Talk: Select visuals from the new Gallup report on American health care show that Americans, and especially retirees, are strained by the fear of ballooning health care costs.
Chart Talk: Awesome flowchart takes you from basic spending through to retirement saving. Excellent tool for young adults—or for anybody getting their financial house in order.
Chart Talk: What is the state of diversity in the financial planning industry? Any guesses?
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
September 15–18, 2025
The AI-Powered Financial Advisor
Begins September 18, 2025