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July Advisor Funnies: Harry Potter's middle-aged financial worries (think Hogwarts planning, reverse mortgages), culture clues across the U.S., and how they catch bugs now in Washington State.
June Advisor Funnies: Plus, new entrepreneur Barbie debuts (could she be a financial advisor?), Walmart masterfully finesses the New York Times, and how to dispose of an expensive asset.
May Advisor Funnies: Plus a cosmic joke (on men), exactly what is gluten, and more....
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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