Meet Cassidy - One of the many hearts behind CMC Financial’s vibrant logo! 🌟 Ever wondered why CMC Financial’s logo stands out with its unique colors - green, teal, yellow, and pink? Each hue holds a special significance, particularly the color pink, which Cassidy, Jim Sumpter’s youngest daughter, picked herself! Dive into this heartfelt episode with Cassidy, a proud 20-year-old sorority sister at the University of Alabama. Hear personal anecdotes, find out how family touches shape the brand, and uncover stories filled with love, courage, and resilience, especially involving her late brother, Carson. #FinancialPuzzlePlaybook #CMCFinancial #FamilyBonding #FamilyConnections
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Founder and CEO at CMC Financial | Podcast Host of The Financial Puzzle Playbook
This week, we have a very special guest– my daughter Cassidy, the 2nd C in CMC Financial. From childhood anecdotes to life lessons learned the hard way, this episode isn't just about numbers—it’s about love, resilience, and what really matters in life and finance. You won't want to miss Cassidy's reflections on her brother Carson’s incredible legacy. Click the link to listen now and get inspired: https://bit.ly/FPP_EP_9 #FinancialPuzzlePlaybook #ProtectingFamily #FamilyLegacy #FamilyBonding
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Having a Champion on your side makes all the difference. We're proud to help clients like Eason navigate challenges and achieve positive outcomes. ➡️Read Eason’s testimonial to learn more about their experience with us. #jwzlawfirm #legalhelp #wefightforyou
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Opening Day isn't just a celebration of baseball—it's about creating memorable experiences with those who matter most. At Wolfpack Wealth Management, we're dedicated to ensuring that these moments come with peace of mind about your financial well-being. A client shared this delightful moment of their little one enjoying the game, free from financial worries. This is the future we envision for all our clients. 🐺 ⚾ How do you prioritize family time while securing your financial future? Let's collaborate to make every day worry-free. #WolfpackWealth #FamilyValues #FinancialPlanning #ClientAppreciation #MLBOpeningDay
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🔍 Discover Board Dynamics! In this insightful episode of #KPUnpacked, KP delves into the world of founder commitment and board responsibilities. Learn about the real impact of board members and the challenges faced by corporate investors. Revisit "Founders, Blood, Sweat, and Boards," and listen now! ⬇️ https://zurl.co/Uhsj
KP Reddy Unpacked: Founders, Blood, Sweat, and Boards - The Shadow Network with KP Reddy
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THE SCARIEST FINANCIAL MISTAKE OF THEM ALL! 😱 The final #FreakyFinancialMistake 🎃of the week is going out into the woods by yourself. This isn't truly the mistake we mean. But it's a good segue into the next one! Just as going into the woods alone is a classic horror movie mistake, "going it alone" on your finances is a mistake, too. We want you to be on track toward reaching your financial goals no matter what scary obstacles stand in your way. The SGL team will be by your side every step of the journey! #sglfinancial #spooktober #halloween #financialplanning
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Beat the clock and pass your Series 63! With 75 minutes to answer 60 questions, we’ll help you focus on getting those crucial 43 correct answers. Join our experts Jeff and Brian on July 16 for our Series 63 1-day webinar! Don’t miss out. Register now at: www.series63.guru #series63 #series63exam #FinanceTraining #FinancialCertification #SecuritiesExam #CareerGrowth #FinanceProfessionals
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🦇 Join us on Thursday 31st October for a special Halloween webinar as Mark Hubbard and Jian Jun (JJ) Liew dig down into the dark depths of minority shareholder petitions and treat us to the tricks you’ll need to make sure your client can claim. 🎃 📅 Date & Time: Thursday 31st October at 11:00 🌐 Location: Online via Zoom ⏰ Duration: 1 hour This spooky webinar will creepily cover: The bare bones: the basics of minority shareholder claims Witch is witch: the two main kinds of minority shareholder petition compared The devil in the detail: standing to bring a petition: can your client claim? Life beyond the grave: how and when to resurrect a shareholder claim by rectification (and how not to) 🔗 Sign up through the link: https://lnkd.in/dNGsmQ7R
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Your vision, my guidance. Fee-for-Advice planning packages.
Hello, Cart! You seem to be in front of my horse. In looking at my newsletter archives (because I’ve read all of the Agatha Christie mysteries twice and needed something exciting to fill the void), it looks like I’ve addressed some specifics about Roth conversions in past blogs, but never talked about the basics. Read today’s blog here where we review the Roth conversion! https://buff.ly/3vFfeTE #Denver #financialplanner
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Another great episode of The Active Advisor! Thanks for joining me Philip Chao 趙希麟! I enjoyed our conversation and learning about your dedication to the fiduciary standard! https://lnkd.in/e7GsX6aB #ActiveAdvisorPodcast
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Betting Madness: Will Eric Go Bankrupt? Join Eric and friends as they delve into the exciting world of betting in this thrilling discussion! Discover the intricacies of bet escalation and its implications on their finances. Will Eric survive the stakes, or is bankruptcy around the corner? Tune in for insights and laughs! #BettingStrategies #EricAndFriends #GamblingTalk #SportsBetting #FinancialImplications #BetEscalation #PodcastDiscussion #BettingHumor #NFLBets #StayInformed
