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December Advisor Funnies: Let a gizmo churn out a resolution for you, or choose one according to your Meyers-Briggs type! Plus a few more amusements to bring the year to an end with a chuckle.
November Advisor Funnies: How to corral your relatives and enjoy the day, plus an early start on Christmas decorating…
October Advisor Funnies: Some mind-blowing pumpkin carving, laughs from beyond the grave, repurposed bones, and one hilarious Halloween costume.
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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