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  • Posted in: Business Success

    Thank you to everyone that was able to join yesterday for the 2nd Business Success KC of May.  The recording ...

  • Posted in: Business Success

    Hi Everyone! I just wanted to clarify one minor detail on Barbara's 'Spotlight'. It will be held at 4 ...

  • Thank you for the original referral David, it is appreciated. I am not going to go tit for tat with Jan ...


  • Planner-to-Planner: Reflecting on the Covid-19 Disruption

    The next Planner-to-Planner conversation will be on Thursday, June 4th at 4 pm ET.

    We will have an open peer to peer conversation about what this disruption has offered us: positives, challenges, and what it means for the future in our lives, practices, clients, profession and communities.


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