Christy Greek’s Post

🌟 Advisor Q&A Series: Essential Conversations on Long-Term Care Planning 🌟 Are you ready to have the important discussions about long-term care planning with your family? Preparing for life's later years can feel overwhelming, but being informed and communicating your future legacy wishes clearly can prevent a lot of heartache down the line. Don't miss Gregg Daily, AIF®’s expert insights on: 🔹 Key topics to cover with your loved ones 🔹 Strategies for effective long-term care planning 🔹 How to make informed decisions that align with your future goals Watch the full video now and empower yourself with the knowledge to plan ahead confidently. Your future self (and your family) will thank you! 💬👨👩👧👦 #LongTermCare #LegacyWishes #SeniorCare #FinancialPlanning #ElderCare #EstatePlanning #GenerationalWealth #HealthCarePlanning

🎉🏆 Big congratulations to our very own Tyler Brose, CFP® on earning his Certified Plan Fiduciary Advisor (CPFA®) designation! 🌟 Tyler's dedication to his fiduciary duties shines through his adept navigation of retirement plans and this prestigious credential showcases your commitment and expertise in the retirement space. We're proud to have you as a part of our team! 💼 #CPFA #RetirementPlanning #FinancialAdvisor #Milestone #Congrats

🎉🌟👏 Let's give a standing ovation to our stellar Retirement Plan Advisor, Kelly Murphy, FPQP™ for officially earning her CFP® designation! 🎉🌟👏 For 50 years, the CFP® certification has stood as a beacon of excellence in the financial planning realm, and Kelly's dedication to achieving this milestone is truly commendable. 🏆💼 Not only does it signify her extensive training and experience, but it also underscores her unwavering commitment to prioritizing her clients' best interests. 🌟 Here at SDWMA, we're firm believers that learning is a lifelong journey, and Kelly's pursuit of knowledge exemplifies that spirit! 📚💡 So here's to embracing growth, pushing boundaries, and continuously raising the bar! #CFP #CertifiedFinancialPlanner #FinancialPlanning #KnowledgeIsPower #TeamSpotlight #Congratulations

We're thrilled to announce that our very own David Brinkman, CFA, CFP®, CPA has been featured in Columbus Business First's "Table of Experts" panel interview! 🎉 In the interview, Dave and other top-notch Central OH Wealth Management professionals discuss some of the key topics shaping our financial landscape. 📈 From dissecting the current economic climate to navigating interest rate fluctuations, Dave shared his insight on navigating the turbulent waters of the markets. Join us in congratulating David on this well-deserved recognition and dive into the wealth of knowledge he brings to the table! 💼✨ #WealthManagement #FinancialExperts #TableofExperts #MarketInsights #StrategicPlanning #2024Outlook

🔍 Did you know that 40% of U.S. families are blended? Navigating the financial landscape of blended families can be complex, and with up to 67 different stepfamily combinations, it's crucial to approach financial discussions with care and clarity. Whether you're blending households or finances, our article from Alissa M. Garcia, CFP® and Kyle R. Zeller, AIF®, CPFA™ QKA®, NQPA™ outlines key topics to consider when planning for your family's future, as well as some lessons they've learned from their personal experiences. 👨👩👦 Don't let money be a source of tension in your blended family journey. 💸 Read our article now and empower yourself with the knowledge to thrive financially amidst change! #FinancialPlanning #BlendedFamilies #StepfamilyDynamics #FamilyFinance #MoneyMatters #FinancialLiteracy #PersonalFinance

☕ Pour yourself a cup, sip back and join us for Coffee with Alissa! 🎥 Alissa M. Garcia, CFP® brewed up some insightful conversation with Sr. Wealth Manager, Gregg Daily, AIF®, spilling the beans on how crucial scenario testing can be when it comes to crafting a robust retirement plan! Tune in to learn how seemingly small present-day purchases can stir up a big impact on your portfolio. 📈 Unlock the full interview by subscribing to our brand new Financial Planning Newsletter going out next week! 📬✨ https://lnkd.in/gcSmxixt #FinancialWellness #WealthManagement #MoneyMatters #FinanceGoals #SmartInvesting #FinancialAdvisor #MoneyTalks #WealthBuilding

🎉 Breaking Ice News! Schneider Downs and the Columbus Blue Jackets: A Slap Shot Partnership! 🌟 📈Hold onto your calculators because Schneider Downs is thrilled to announce our coolest (get it?) collaboration yet. We've strapped on our skates with none other than the Columbus Blue Jackets, turning our financial game into an ice-cold adventure. Stay tuned for brand new content, behind the scenes surprises and – of course – Stinger action. 🏒 #SDxCBJProudPartners #ColumbusProud

With the arrival of the new year comes some brand new content! 🎉 Introducing our monthly Investment Corner, featuring short articles from our CIO, Jason Staley, CFA, CAIA®, and Investment Analyst, Sean McCann, CFA, as they delve into the hottest topics in the investment space. 📈 This month, we're shining a spotlight on the remarkable prefromance of Japan's Nikkei 225 stock market index. The index soared to new heights this month, surpassing the 34,000 mark for the first time in over three decades! Dive into the full article to get all the details and stay tuned for more insight from our investment team as we continue through 2024. Happy reading! 🌟 #InvestmentCorner #Nikkei225 #StockMarket #Investing #FinancialInsights #MarketAnalysis #EconomicNews #FinanceTalks