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March Advisor Funnies: Plus a couple clarifying Venn diagrams and the guy you don’t want to be running next to at the gym.
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February Advisor Funnies: Plus, Zeppelin by Xylophone, funny Chinese translations, and Morgan Stanley’s Margin Games: Managers on Fire (a controversial Hunger Games parody).
January Funnies: Plus, the best and worst of kiss cams, World War II wisdom, and Southwest Airlines keeps customer service real.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025