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Advisor Funnies: A counterintuitive spin on listening from motivational speaker Simon Sinek, plus lots more…
August Advisor Funnies: Stoke the nostalgia with these iconic songs, and have a few bittersweet laughs as we bid farewell to the fairest of the seasons. Plus hidden uses of everyday things, surfing icons and more.
July Advisor Funnies: A walk light that makes it easy to wait, pictures of the same New York scenes now and 125 years ago, and a “Game of Thrones” Word Quiz.
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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