Centra Credit Union’s Post

Have you booked your place yet? Our event featuring Chris Morris, Chartered MCSI and Roderic Rennison is getting closer. They will be discussing the main factors to be aware of when considering a sale of business and the different methods of valuations. Book your place today: https://lnkd.in/ggVSJyvH #financialplanning #consumerduty #financialservices

In a recent blog post, Paul Rhodes reflects on an unexpected moment of recognition while traveling to a conference. This encounter left him feeling proud, thankful, and contemplative about the power of acknowledgment. He emphasizes how a small gesture of recognition can have a profound impact, boosting confidence and morale. Rhodes encourages everyone to offer genuine recognition to those around them, as it holds significant value and strengthens connections. What recognition can you give to someone and add currency to their bank?  Read more: Recognition Matters. #MultifamilyMaintenance #Maintenancemindset #MMN #Multifamilymedianetwork

There are only 3 days left to secure your #MMIAnnualConference seat at the discounted "advance" rate! This conference is the advisory industry’s most anticipated event of the year, and you do not want to miss it. October 15-17 in Charlotte, NC ... We can't wait to see you there! https://bit.ly/4cVcOkF #InvestmentManagement #WealthManagement #AssetManagement

It is clear that finances are a major concern to most as cost-of-living crises roll on in various countries, but what if there were a better way for us to deal with this significant area of life? The N5 Collective Movement (N5C.org, N5conference.com) was founded to address this issue. As founder Bernard Lim shared with us, several financial advisors find themselves caught between their personal faith and the ways of the world in their professional lives. He has also observed the general reluctance of mainline religious institutions to address this aspect of life. In order to influence more towards kingdom-centric financial stewardship, Bernard realised that they needed to first influence these advisors. As they also interact with and service a significant portion of pre-believers, this would serve the double purpose of outreach and influencing the wider society towards better practices in stewardship and philanthropy. While the details are best fleshed out by attending 1 of their upcoming courses, there are some key areas we need to consider when dealing with finances: First we need to understand our perspectives and behaviours in this area. We are products of our environment and upbringing for better or for worse. To know how and why we do what we do, we need to assess how our formative experiences have stayed with us. Once we know where the baselines are, we can begin the journey of governing our finances correctly. Even before we start working, we need to aim to get our finances correctly. Many of us desire and aim for certain professions based solely on remuneration or status, with no consideration of fit or calling. Many instances of burnout or disillusionment could be avoided if we considered things holistically. We should also guide our finances correctly. The world has given us many things to chase, but are they the right things? Given the chronic concerns over covering loan repayments in the face of chronic job insecurity, we need to watch ourselves well in this regard. Guarding our finances is a crucial task. Regardless of our views on insurance, it is just a tool to help us steward and protect our finances. Regardless of our views on faith with regards to provision, we believe that responsibility and care for our loved ones is a universal value. Given the reality of inflation, growing our finances is a necessary task. Regardless of the instruments used, we need to choose the ones appropriate for our stage of life and financial context. The challenge is to avoid unwise actions driven by unhelpful emotions (e.g. greed and fear). Finally whatever we have received ultimately does not belong to us. We are here to steward whatever we have accrued in order to build a worthwhile legacy. Part of good stewardship is to give of our finances as we’re called to. In this respect, we’re glad to note that Agathos will be able to partner with N5 and other likeminded organisations to help channel treasure, talent and time to worthwhile causes.

Discover three tools to help you provide extra value to your clients while positioning yourself as the family’s trusted advisor at https://bit.ly/3NVIjAn.

Countdown 4 days until the first Modern Cents conference /retreat! Almost 3 years into being a business owner and I couldn't be more excited to spend time with my co-planners strategizing for the year to come, and celebrating our accomplishments from the past year 🎊🎉🎁Vikki Brown, CFP®, CRPC®, CCS™ Justine Kelly Also, some exciting news to come that will surely rocket forward our offering... So stay tuned.. 😎🚀 #moderncents #personalfinance #financialplanning #canadianfinance #financialadvice #financialplanner #adviceonly

Here's what our Chairman and Managing Director, Glenn Saldanha, shared about our Q3 FY 2023-24 results. You can check out the complete details here: https://lnkd.in/gGnq6tQr #Glenmark #Q3Results

#advisor #financialadvisor If you are interested to know more about how can you help clients save more for retirement than they can in a 401(k), Provide and enhance benefit for ownership, attract and retain key employees, reduce corporate taxes and provide retirement savings for general employees, you need to see this. Our O3 speaker Raymond Aguilera will be talking about Cash Balance Plan. Now NAPA is complete. #401k #retirement #napasummit

Calling all investors and stakeholders! Our Q1 2024 earnings call is about to begin. Join us LIVE at 8am ET to hear about our latest financial results and strategic updates.   Join here: https://bit.ly/3WlAyai   #EarningsCall #AMRN #FinancialResults

🎤 This month we are hosting our #FinanceFocus webinar, where we'll be deep diving into topics relevant for Finance Directors and Business Owners who want to prioritise their finances this year. Not only will we be hearing from our experts at Kreston Reeves but we'll also have an economic update from Phil Eckersley, the former agent of the Bank of England!! Definitely not to be missed ‼️ Register your place below ⬇️ #Webinar #Finance #ExpertPanel