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September Advisor Funnies: Plus, the IRS audit blues, the meaning of success in retirement, and what the Mexican Donald Trump has to say about Americans!
August Advisor Funnies: Plus a little romance and bi-coastal hamburger rivalries!
July Advisor Funnies: Plus magic carpets, teenage gymnastic feats, and a bear’s killer pool dive!
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025
AI Marketing for Advisors
Begins October 23, 2025