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September Advisor Funnies: Plus, the rush hour of the future and a key economic indicator.
August Advisor Funnies: Plus, the Old Spice guy fails the Ice Bucket Challenge, inspired marketing, and college life on Instagram vs. Reality. Have a lazy Labor Day!
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.
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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