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Advisor Funnies: Agent 007 spends gladly when it’s the government’s dime, but the Scotsman gets thrifty when it’s his own penny…plus a shocking Bond maneuver from Goldfinger.
Advisor Funnies: Observational humor from Shayne Smith…from the trouble with tattoos to robbing Wendy’s with an alligator (true story).
Advisor Funnies: We think of Valentine’s Day as super sweet, but in Victorian times through the early 20th century, people also sent clever and mean cards to rebuff or rebuke unwanted lovers! And you thought getting broken up with by text was bad.
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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