I hope everyone is having a great holiday season and is busy wrapping up end-of-year business so you can take a little time off before the New Year. 

I tried to touch on a few year-end essentials in my recent InSights blog and Linkedin posts.  If you haven’t read them yet, here are the links:

I wanted to give you all a head's up on class that I have coming up tomorrow!.  I will be teaching a webinar titled CFP® Board Code of Ethics and Professional Conduct on Tuesday, October 27, 2-4 pm.