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Advisor Funnies: How to protect yourself from it, a challenge more intense than Flaming Hot Doritos, and science tells us: “Why does it hurt so *&%$#@ much to step on a Lego?”
Advisor Funnies: Parents are people too…plus…the smiling lizard.
Advisor Funnies: Plus, do trees talk to each other? 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