On this #memberMonday, SIR would like to thank and recognize American Financial Group Financial for its support of SIR since 2018. American Financial employees are active on SIR boards, volunteer for committees, attend events and participate in many other activities. American Financial commits to maintaining the highest standards of integrity and professionalism in its relationships with clients, endeavoring to know and understand the financial situation, needs and objectives and provide quality products and the highest quality information and services. Connect. Learn. Grow. Join SIR! #SIR54 #societyofinsuranceresearch #insuranceresearch #investmentplanning Jennifer Chase Jen Evert Adrienne Kreger
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Can you guess the speaker behind the GWCS ‘24 shades? He's an advocate for your financial growth 😏 If you think you can crack the code; drop your guess in the comments! ⬇️ The GCWS stage is waiting to unveil the mastermind.. 🥁🥁🥁 #Properties #realestate #nigeria #makinglivesricher #financialfreedom
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My consulting service is one of the first expenses approved for clients' budgets. So they tell me. Speaker/Author/IRA Consultant
What do advisors think about my presentations? Please see feedback below for an example. I will be speaking at the NAPFA - National Association of Personal Financial Advisors Spring Conference- register here and attend my #PreConferenceWorkshop and #Breakout session https://lnkd.in/dPPsS6kD #NAPFA #NationalConference #IRATips #IRAMistakes #RolloverMistakes #IRAFixIt #IRAWhisperer
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Happy Fourth of July America! Citizen Financial Center #citizenfinancialcenter #sba7a #familybusiness #sba504 #BusinessStrategy #FederalReserve #familyoffice #businessgrowth #InvestmentJourney #businessaquisition #legacyplanning @SBA_Virginia
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FSCA and B-BBEE Commission forge partnership for financial sector transformation. The FSCA and the Broad-Based Black Economic Empowerment Commission this week entered a Memorandum of Understanding to strengthen co-operation and collaboration between the two entities to promote transformation of the financial sector. Get more insight on the above in the full article: https://buff.ly/3Pbph9Q Share, like, comment, and subscribe! #BBBEE #BroadBasedBlackEconomicEmpowermentAct #BroadBasedBlackEconomicEmpowermentCommission #FinancialSectorCode #FSCA #MemorandumofUnderstanding
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Check out an article from our partner, FaithFi, and find out how each birthday milestone marks a new financial chapter. Remember, age is just a number, but planning ahead is timeless. 🌟 https://bit.ly/3vjMuQ2 #FinancialMilestones #Priorities #mycccu #faithmatters
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"The backbone of the trust people have in ACS Financial, is the trust clients have with our highly aligned, professional and experienced staff, and our Board, to look after their interests, and oversee and drive ACS’s growth and maturity." - Jon Holloway Read the full Q&A on the first 2024 edition of the ACC Emag - link below 👇👇👇 https://lnkd.in/gBXptBp8
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Have you ever wondered what it takes to become financially literate? 💰📝 In our first session of ELEVATE 6.0, our guest speaker, Michelle Sinclair Doyley (@michellesinclairdoyley), Corporate Manager, Group Financial Partnership Support and Financial Education at JMMB Group, shared her tips for gaining the valuable knowledge that can help you along your financial journey. 📈 Swipe left to see what she had to say. Share your takeaway from Michelle in the comments. 💬 #JMMB #JMMBELEVATE #JMMBGoalGetter #FinancialFreedom
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Trust, experience, and dedication - just a few reasons why investors choose GCSL. Let's explore how we can be your trusted partner on your financial journey. #gogiacapital #gogiacapitalservice #FinancialShelter #FinancialGoals #GCSLTrust #ExperienceWithGCSL #DedicatedInvesting #TrustedPartner #FinancialJourneySuccess
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CERTIFIED FINANCIAL PLANNER™ - I help you grow wealth and use that wealth well. | NAPFA Board of Directors Chair
It was great to share an organizational update with the CFP Board of Directors about NAPFA - National Association of Personal Financial Advisors. We enjoyed the deep questions and engaging conversation. We are committed to propelling the financial profession forward in a collaborative way and in a spirit of excellence. #NAPFA #CFP #financialplanning
This week, we had the honor of meeting with the CFP Board of Directors, where we had the opportunity to provide a comprehensive briefing and organizational update. At NAPFA, we appreciate the collaborative relationship we share with CFP, and we are committed to propelling the financial planning profession forward! Our discussion reaffirms our dedication to excellence and the advancement of our industry. Together, we are shaping the future of financial planning, driven by integrity, expertise, and a shared vision for serving our clients with the highest standards. Thank you, CFP Board, for your continued partnership and for the insights shared during our meeting. #NAPFA #CFP #FinancialPlanning Pictured left to right: Kathryn Dattomo, CEO, NAPFA Matthew B. Boersen, CFP®, CFA, Chair, CFP Daphne Jordan, CFP®, Chair, NAPFA Kevin R. Keller, CAE, CEO, CFP
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10 PFCU staff members made a professional decision to become Certified Financial Counselors with PFCU’s support! We are so proud of their efforts to grow deeper in their careers and to better serve our membership when they seek financial advice! #pfcu #financialcounselors #investinginthefuture
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