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Advisor Funnies: Plus, stroke of luck leads to guacamole…and more.
March Advisor Funnies: Plus, the 2016 meditation Olympics, recent SNL political coverage, and inspiration from elder athletes!
February Advisor Funnies: Plus, Larry David’s SNL impression of Bernie Sanders, The Tonight Show Wheel of Musical Impressions, and some bipartisan political wisdom!
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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