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Anticipate your clients tax questions on Social Security, annuities and a range of investment products
Go deeper on emerging topics, as well as key firms and thought leaders
Media & Resources
More than being just an ice breaker at a networking event, conference or client meeting, humor helps us internalize and reflect on impactful life changes, such as retirement. While some of these jokes might be funny because they hit home with unabashed truthfulness, others could potentially fall under the broad category of "dad jokes." A well-timed joke could make – or break – a great opening during a presentation; just make sure to "read the room," know your audience first and use them wisely.
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