ABA TIPS ICLC’s Post

FFL Influence is on the RISE! 🔥 Alex and Adam made sure to always get front row seats at convention because they new it would impact their busines! #ffl #familyfirstlife #fflinspiregroup #lifeinsurance #lifeinsurancebroker #lifeinsuranceagency #bestbusinessever

Congratulations to our Director, Scott Daniels BA(Hons) FPFS Cert CII (MP), for nabbing a finalist spot for Paraplanner of the Year 2023 with St. James's Place! 🎉 Getting to be a dab hand at these awards aren't you? 😉 You'll next find Scott at the Professional Adviser Awards 2024 in March, anxiously waiting to see if Fluid scoops the prize for Best Technology Provider of the Year. #paraplanning #financialadvice #financialplanning

Are you headed to the CFP Board Connections conference in Washington D.C. later this month? If so, we'd love to connect with you! Stop by the Dalton booth to learn how our CFP® education solutions can work for you. We'll have prizes, discounts on our products and more! #CFP #CFPPro #CFPExam #FinancialPlanning

This will be a great workshop that will give insights into board governance. It is always good to hear fresh perspectives and see how they can work for you. I encourage everyone to attend and learn, even if you're not an executive or a board member. The more you know, the more you can stand out. #creditunions #CUleadership

Market data has a bright future.

⏰ MONDAY TRIVIA WINNERS!!!! WOW! I really thought that was going to trip people up!! 🏆 LOTS OF WINNERS THIS WEEK!!! SHOUT OUT TO THIS WEEK'S WINNERS!!!! Scott Jeffries, Dawn Asbury, Tiffany Jansen, Jess Campana, Liz Lindskoog, Kristi Jordan, NHA, Melissa Marshall, CPC, Dan Picard, Timothy Jansen CIPP, Stefi Draeger, Matt Ingraham, Mabel Darko, Loren Pigman, Mark Josephsen, Michael Goines, Jason Town, Elena Franklin, Makenzie Zyla, Kristen Rehnelt, Yvette Kleckner, Len McMorrow, Tay Fitzpatrick, Mike Selbitschka, Sarah Dahl, Karen Stirling, Debra Hardy, and Dawn Radecki!!!! For the recap: Q: WHICH one of these are LEGALLY REQUIRED to act in the best financial interest of their clients? A: Fiduciary ALWAYS ASK YOUR ADVISORS, TRUSTEES, AND EXECUTORS IF THEY ARE FIDUCIARIES TOO!!!!! INCREDIBLY IMPORTANT!!! A fiduciary is an individual or organization entrusted with the responsibility of managing assets or making decisions on behalf of another party, with a legal and ethical obligation to act in the best interest of that party. This means prioritizing their interests over their own, avoiding conflicts of interest, and providing full disclosure of relevant information. Fiduciaries are often found in roles such as financial advisors, trustees, and estate executors. If building a probate process is something you're new to or already pretty familiar with, DCM Services has been helping clients improve their estate processes for over 25 years. Whether you're looking to outsource this inventory to experts or build a stronger/faster process in-house, we'll have options for your team. I've already got next Monday's question in my 🧠 , so make sure to keep an 👁 out for that one! Feel free to DM me if you're just looking to ask a couple questions too. We're always happy to help! Have a great rest of the week!!! #mondaytrivia #winnerscircle #hints #creditunion #banks #revenuecyclemanagement #dcmservices #probatefinderondemand

Our partner Omonike Robinson-Pickering, and associates Akeem Robinson and Vivian Kwan discuss the need for a BVI Grant of Representation.   They explain that high net worth individuals commonly hold their wealth via shares in BVI business companies and what that looks like in the event of an individuals' death.   Read the full article, here: https://lnkd.in/gfgsWvPy

In this Meet the Board segment, HLSF is thrilled to spotlight Andrew Vouziers. #hlsf #hlsfstrong #latinxlawyers #latinelawyers #latinxfuturelawyers #latinosinlaw #hispaniclawyers #latinosinlaw #hispanicsinlaw #lawschoolscholarships #highereducation #diversityinlaw #representationmatters #diversityequityandinclusion #legalprofession

Which family businesses are we going to see inducted into the CSUF Center for Family Business 2025 Hall Of Fame? Who will be the 2025 Inductee for Generational Legacy? Fill out the nominations form below or scan the QR code if you know a family business that's wholly or partially owned by members of the 4th generation! #FamilyBusinessHOF #FamilyBusiness #HOFAwards

"I gained a deeper understanding about newer topics, such as bankruptcy and lien law. Now, I am confident in my knowledge and skills which will broaden my career prospects. For anyone who may also be suffering from low self-confidence on this journey, just know that you are worthy and keep trying.” Read about Crystal Carpenter, CCE and her journey! Way to go, Crystal! 👑