Did you know that AI can now write your marketing copy? Create videos with your digital likeness? Provide subjective advice to your clients? Produce training for your employees...
Debt is a real problem for many clients, business owners, and the general public. It can be ever increasing and causes financial, emotional and physical challenges that seem to...
Health-related decisions are encountered in every life stage. Making good choices can have a major impact on personal happiness and financial success. Managing the risk of a...
Intro to IRS Exams, Individual Istallment Agreements, Basic Offer in CompromiseCredit(s) and Type: 3 Technical BusinessSpeaker Name(s): Dan Henn Chapter Registration Contact Name...
ESG, environmental, social, and governance, is a buzzword that is not only gaining traction but will be mandatory for a company's continued success. So what is ESG? What does it...
Good people believe everyone else is just like them. They cannot imagine someone could con them or their company and have no guilt or remorse about what they have done. Lack of...
How to pay for the cost of long-term care remains a primary concern for most clients over the age of 50. Explore clients' motivations, misconceptions and objections to purchasing...
Fraud in the workplace is not new. However, statistics show that the number of internally actuated fraud schemes is increasing. Additionally, fraud risk is at an all-time high...
In the modern corporate landscape, the challenge for lean HR departments isn't just managing administrative tasks—it's about curating a meaningful and enriching employee journey...
In today's dynamic business environment, preserving a unified and engaged team culture is more challenging than ever. As the rhythm of work accelerates and organizational...
This course is essential for the tax practitioner who wants to update their knowledge of individual income taxation so that the practitioner can provide solid planning advice to...
By the nature of our work and training, financial professionals have more personal finance knowledge than the general population. However, sometimes we spend so much time planning...