Cheetah’s Post

I'd love to get your thoughts on the Bob Veres' Insider's Forum conference. Below are some of my takeaways from the conference. Also, I'd like to keep the conversation going that we had on the panel with Shaun Kapusinski and Steven Ryder on technology strategy and how to chose new technology. Drop me a note or schedule

Recently, our very own Katherine M. Sheehan, J.D., AEP®, Managing Director and Wealth Strategist, shared invaluable insights as a panelist at the 2024 Portfolio Summits Massachusetts RIA Summit.    During her session "Increased Offerings in Financial Planning," she delved into financial strategies for addressing clients' evolving needs in today's financial landscape.   Did you miss it? No worries! Our team at Crestwood Advisors is ready to help you optimize investment results, minimize expenses and enhance tax-efficiency – all with the highest level of personalized service.   Contact us today to get started:   #PortfolioSummits #RIASummit #FinancialPlanning #InvestmentStrategies  

Attending The Newark Summit by roundtable&advisory today? Stop by The Real Deal booth to pick up our latest issue, sign up for a free 3 month trial, and check in with Jameson Roberts to find out what we have planned for 2024! #realestate #newjerseyrealestate #newarksummit

Teaming has become the future of wealth management, and we had TradePMR’s Rob Dilbone, Wells Fargo Advisors’ Marc Ackerman, and UBS’ Charles Day, CIMA® share their thoughts on building a team with purpose. For more team-centric content, make sure to attend our 2024 Forbes | SHOOK Top Teams Summit in Miami Beach. Please visit https://bit.ly/3LzM4KU for more information.  #ForbesSHOOKTopAdvisor #forbes #shookresearch #wealthmanagement #RIA #financialadvisor #ForbesTopAdvisor #wealthbuilding #moneymanagement #ForbesSHOOKTopTeams #wealthmanagementteams

Driving change and innovation to inspire all estate planners ... it won't happen for you unless you engage ... make a difference and get involved .. Book your ticket for the Best Foundation conference - May 14 - Manchester #Wills #Trusts #EstaatePlanning #BestConference2024 #AI #ImplementAI

Our Summer Quarterly Meeting is coming up on May 15th! Looking forward to an invigorating conversation between industry leaders. David Wolfson Elizabeth Bell Jack Adler Corey Ernst Karl Wagner Jonathan Kloos If you are an owner/developer/investor and are interested in attending our meeting, please reach out to us at info@precouncil.org !  #realestatenews #PREC #realestate #philadelphiarealestate #CommercialRealEstate #CRE #RealEstateInvesting #IndustrialProperty #PropertyManagement #InvestmentProperty #CommercialProperty #AssetManagement #CommercialBrokerage #PropertyInvestment #PropertyPortfolio #CREIndustry #PropertyValues #CommercialRealtor #RealEstateMarket

I have always been blessed with a great colleagues and clients who listen and follow advice. It is always a team effort. #Investing#forbes #shookresearch #wealthmanagement #financialadvisor #ForbesTopAdvisor #ForbesSHOOKTopAdvisor

{Prof Invest only} LTAF Masterclass Lunch at Mansion House Hosted by Mobius Life*, Carne Group* and Natixis Investment Managers. We are pleased to invite you to our LTAF Masterclass Lunch scheduled to take place on: Date: Thursday June 20, 2024 | 12:00 - 14:30 Location: Old Ballroom, Mansion House – City of London LTAF’s are really gaining momentum now, but the jury is out as to whether they will be able to solve the real issue at hand which is getting a good allocation and spread of private assets into the hands of pension scheme members and retail investors. Whether you believe the LTAF is indeed the panacea, or not perhaps the silver bullet you thought it might be, join us for a thought-provoking lunch where we will: • Discuss the merits of private markets for DC, small DB schemes, and for retail platform investors and why this makes so much sense. • Hear from those closest to the regulation, and how they see this evolving from their viewpoint, and what they have learnt so far from those going through the authorisation process. • And listen to LTAF and platform experts - how they are structuring and managing these through the FCA for their clients. Physical event, lunch included. Seats limited. Subject to approval. #MarketingCommunication | Capital at Risk *Mobius Life and Carne Group are not affiliated companies of Natixis Investment Managers.

As we turn the page into December, that “nice or naughty list” question is something my 6 and 9 year olds will be asking frequently—my colleague #timhalverson applies that “list” into a checklist for our advisor partners. A quick 5 ideas for you before year-end. Give it a quick read.

Join A10 tomorrow at the Fall 2023 STAC Summit in Chicago at the Metropolitan Club. Chicago-area financial services IT leaders: learn more about A10's low latency trading solutions. Register now. #ADC #HybridCloud