WFA - Plan Invest Inspire

🌞🎶 Yogafest is here, and we're thrilled to be sponsoring the music stage for the 4th straight year! Come join us this weekend for beautiful weather, awesome people, an incredible setting at Sample Farm while promoting health and wellness in the community! 🧘♂️🌿 Still need a ticket? 🎟️ Get yours here: https://lnkd.in/gJczMa5b #Yogafest2024 #CommunityEvents #SampleFarm #PlanInvestInspire

🏈💡 Attention NFL Players! Here's what you should know about your pension plan: The 401(k) Savings Plan contribution period began on October 15th! You’re eligible to contribute up to $23,000 in 2024 (the IRS max). Starting with your 2nd Credited Season, you’re eligible for a $2-to-$1 club matching contribution up to $34,000—meaning your team gives you $2 for every $1 you invest in your future! Practice Squad players also receive a $2-to-$1 match, up to $1,500. 👉 Be sure to log in to www.NFLPlayerBenefits.com and review your elections to stay on top of your game financially! 💪 #NFL #NFLPA #FinancialPlanning #PlayerBenefits

Thank you, Hilton Shreveport for inviting us to be a part of your Wellness Fair! We loved having the opportunity to speak with your amazing team about the importance of financial wellness. 💼💡 #FinancialWellness #EmployeeWellness #HiltonShreveport

It’s NATIONAL BOSSES DAY 🎉 We couldn’t go without posting the best bosses around! “A great boss encourages, inspires and leads” and you are all a prime example of that! Thank you for always guiding us and providing us with an awesome work environment! ❤️❤️❤️ Dany L Martin, MBA Stephen B. Carney, ChFC® Chase R. Crump, CFP® #WFA #GreatBosses #Leadership #PlanInvestInspire

🌟Recap: Our 3rd Client Event at Taste Community Restaurant in Fort Worth We held our 3rd client event in Fort Worth last week at the wonderful Taste Community Restaurant, and it was another memorable evening! As a firm, we deeply value the relationships we build with our clients, and events like this provide the perfect opportunity to connect in a more personal and relaxed environment. Huge thank you to Brendan Frazier at RFG Advisory, for your insightful presentation on the psychology of smart money decisions. 🌟A Special Venue with a Purpose Taste Community Restaurant is unique—not only does it offer incredible food, but it also operates with a "pay-what-you-can" model to fight food insecurity. Supporting a venue with such a meaningful mission made the evening even more special. 🌟Looking Ahead This event was just one of the many ways we aim to foster stronger connections with our clients. Whether through formal meetings, casual gatherings, or community involvement, we remain committed to providing exceptional service and support. #ClientEvent #FortWorth #FinancialAdvisors #PlanInvestInspire #TasteCommunityRestaurant

Happy Friday! Let's kick off the weekend by diving into this one-on-one interview with Dany L Martin, MBA and Chase R. Crump, CFP®, where they discuss the mission, vision, and values that drive WFA. In this insightful conversation, you'll hear how they've built a firm centered on investing in the community, putting clients first, and finding fulfillment in the work they do. Learn more about the impact we strive to make in the lives of our clients and how our passion for helping others shapes everything at WFA. We hope you find this interview as inspiring as we do. https://lnkd.in/eTvcpFYN This video is part two of a multi-part series that we’ll be sharing over the next few weeks. #Plan #Invest #Inspire

October is Breast Cancer Awareness Month! Let’s support those affected by breast cancer and raise awareness about early detection. Remember to schedule your regular check-ups and encourage your loved ones to do the same. During this month, while taking proactive steps to protect your health also consider your financial well-being: 1. Review your current insurance coverage and consider adding or updating life insurance with living benefits. 2. Consult Professionals: Seek advice from professionals to understand the best options for your situation. By taking these steps, you can better prepare for the unexpected and ensure financial security for yourself and your family. 💗 #BreastCancerAwareness #EarlyDetectionSavesLives #FinancialPlanning

We are excited to be a proud partner of the Annual Hilton Wellness Fair on October 21st! We're looking forward to teaching about financial wellness and helping you achieve a healthier financial future. #WellnessFair #FinancialWellness #HealthyLiving #HiltonWellnessFair

As the crisp autumn air begins to settle in and the leaves start to change, we’re reminded that transitions are a natural part of life—and just as fall is a time to prepare for the coming winter, it’s an ideal moment to assess your financial health and ensure your plan is aligned with your long-term goals. As always, our team is here to guide you through these changes, ensuring your portfolio is ready for whatever the season brings. Happy Fall from all of us at WFA! 🍂🧡 To view the newsletter, please click the link below. https://lnkd.in/egreFHDU

We recently had the pleasure of hosting Bruce Wiitala, Executive Director of Business Development at RFG Advisory, at the iconic Pink House! Bruce welcomed our new team members, Brandon Wilson and Rashad Johnson, as we discussed exciting strategies for growing our business and enhancing the service we provide to our clients. Excited for the future ahead! 🚀