Last week, Bob Monte, CPWA®, RMA®, CAP® was invited to speak at the annual board meeting for the Estate and Tax Planning Council of Eastern Connecticut, Inc. The event was held at the Great Neck Country Club in Waterford, CT. It was a wonderful opportunity to network with the members and to present our view of the economy and financial markets. Thank you to Tim Fogarty, Esq., CTFA of Dime Bank & Trust and the rest of the board for arranging this luncheon!
Monte Financial Group, LLC’s Post
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VC / Creative Director / AD / Designer / UI/UX / Brand / Product Design / Marketing Strategy / Building global brands and startups with storytelling, business design, and emerging tech. EMBA 💯 Gen AI, XR, Web3.
Financial literacy has to start in school. And with the rise of AI, we should be bridging the gap by creating more access to financial education. 🙌 And that's exactly what we're doing with Eye and Seek AI. 🤖 👍 #financialeducation #ai #financialliteracy #empowerment
Career Technical Education (CTE) Business Teacher - Arroyo Valley High School at San Bernardino City Unified School District
Had an opportunity to take a group of our students to Chaffey Federal Credit Union today. We got a tour, a fantastic lesson on financial literacy, and they bought us lunch! Thank you for welcoming us to your credit union Diane K. and Noemi Maldonado!
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We hope that Edward Jones Financial Advisor Laci Graul, CRPS™'s Midweek Motivation serves as a sign to continue pushing towards your goals! You got this! Want to learn more about the work that Laci does? Check out her most recent article over at birminghamchristian.com! #birminghamalabama #birminghamal #localmagazine #localnews #financialplanning #financialliteracy #financialplanningtips #financialadvisor
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Some fabulous insights here from Rose Marley CEO of Co-operatives UK on Sky as CUK prepares their Manifesto to grow the number of #coops and #mutuals as we head towards the #generalelection. Although the #coop sector is more resilient than shareholder-owned businesses, one of the biggest hurdles to growing the sector is access to finance/capital. Most investors want to maximise their financial returns, but as member-owned businesses, #coops care about #people and #community as well as #profit. Thanks Rose!
Our CEO, Rose Marley, appeared on Sky News this morning on Business Live with Ian King, to state the case for co-operatives and mutuals. We know business as usual just doesn't cut it and Rose did a great job of representing a sector which is more resilient; more productive; retains wealth locally; provides good jobs; and gives more people ownership and control. It follows a joint sector call - with partners including the Building Societies Association, Association of British Credit Unions, and Association of Financial Mutuals - for the next government to back business with purpose beyond profit. Watch and share the Ian King interview and read more about that call for government support here: https://shorturl.at/oGILZ
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Shareholder N. Taylor Williams, along with John Robin Stewart and Ben Fedorko from Texas Regional Bank, shared the importance of estate planning, writing a will, and avoiding common pitfalls in estate planning that create difficult for loved ones in their January presentation in Fredericksburg. Plans are in the works to continue these educational seminars throughout the year. Stay tuned for more information! #EstatePlanning #LangleyBanack #TexasLaw
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The Colony Group’s Jaimie Sousa, CFP®, CEPA® Senior Wealth Advisor, is recognized as a 2024 Silver Best Financial Advisor/Planner by Best of Lakes Region. Read the announcement here: https://lnkd.in/dt8Fryx6 #seekingtheextraordinary #award #honor #finance #announcement #financialplanner Laconia Daily Sun
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How much is Massachusetts senator Ed Markey worth; Ed Markey’s net worth revealed In case you’re curious about Ed Markey’s net worth, you’ve come to the right place. In this article, we explore the Massachusetts senate representative’s finances by going through his assets, #investments, and all other relevant information. https://lnkd.in/gMfKSMPa
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🎥 Check out this powerful video from our friends at Center for American Progress 🎥 They have a series of videos highlighting agency efforts, including the CFPB's, to tackle junk fees as part of the president's Executive Order on Promoting Competition in the American Economy. From concert tickets to credit cards, no one likes junk fees! #OCJ #OregonConsumerJustice #ConsumerProtection #NoMoreJunkFees #CFPB #ConsumerLaw
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You don’t want to miss this! This is a game-changer for our industry, and I know you're wondering how it will impact your work. On June 20th, we're hosting a can't-miss webinar with three industry titans to break down the Burnett/NAR settlement and its impact. I saved you a spot 😉 claim it here 👉https://buff.ly/4bJVdeR #Burnett #NARsettlement #realestatewebinar
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Chief Corporate Affairs Officer and Group Executive Committee member at St. James's Place plc. Also qualified Senior Executive coach and mentor.
The power of the invaluable advice. Earlier this year we launched our national brand campaign showcasing the importance of taking advice from the people you trust. But how has advice really impacted people, day to day? We’ve had the privilege of talking to some of our clients to understand their journeys with financial planning, and the transformative power of invaluable advice. I’m delighted to share some of these stories today. #SJP #InvaluableAdvice
Stories of invaluable advice. Discover how expert financial advice from St. James’s Place has impacted the lives of real people and their loved ones. From dealing with a devastating diagnosis to securing their children's future, our advisers provided the guidance and support needed to fulfil their goals, gain confidence, and navigate life's uncertainties: Discover more about the invaluable advice our clients received and how it shaped their lives: https://ow.ly/JJcC50SztzU St. James’s Place Wealth Management plc is authorised and regulated by the Financial Conduct Authority. The 'St. James’s Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James’s Place representatives. SJP Approved 05/07/2024 #InvaluableAdvice
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Read more from James Vandermark and Jonah Levinson.
White and Williams LLP on LinkedIn: Philadelphia Delays 2025 Assessment Notices in Face of Billion Dollar Loss…
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Trust & Wealth Management Executive
3moGlad to have Bob and his team there. It was an enlightening presentation and Q&A!