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October Advisor Funnies: Plus, Obama reads out mean tweets about himself on Jimmy Kimmel Live! and three weirdly questionable Craigslist ads.
September Advisor Funnies: Plus Colbert on Monday’s debate, what John Oliver has to say about the Wells Fargo banking scandal, and a moment with Shimon Peres.
August Advisor Funnies: Plus, a parenting anecdote about a Disney dream vacation, how to laugh like a wealthy person, and much 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