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Advisor Funnies: They never fail: National Lampoon’s Vacation, Hope & Crosby, Monty Python and more…
Advisor Funnies: Origins of the Moonwalk and the Ministry of Silly Walks, plus vintage Hollywood dances to “Uptown Funk.”
Advisor Funnies: Weird bikes, unthinkable riding tricks, and some biking attitude to kick off the long weekend.
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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