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Advisor Funnies: An amusing and informative TEDx Talk that includes the gem “No man ever listened his way out of a job.” Plus some retirement laughs…
Advisor Funnies: A toddler storms into Dad’s on-air BBC interview, plus Ron Burgundy calls the MLS opener, and some men taking time off from adulting.
Advisor Funnies: The Chicago River goes green for St. Paddy’s, plus more Irish humor and a tiny, tiny staircase fit for a leprechaun.
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025
AI Marketing for Advisors
Begins October 23, 2025