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January Funnies: Plus, the best and worst of kiss cams, World War II wisdom, and Southwest Airlines keeps customer service real.
Advisor Funnies: Featuring “Sump’n Claus” (even the naughty get a little sump’n), a techy holiday jingle from a German grocery store, Chanukah (Shake It Off), and some stocking stuffers. Happy Holidays!
December Funnies: Plus, clever holiday cards from two attorneys, the email checking decision tree, and the investor flight to safety.
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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