Saint Louis Retirement Advisors’ Post

Let's talk about the Financial Planning Association® (FPA). FPA is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process. Learn more at https://hubs.la/Q02tvZn20

Special Edition: A Discussion About the Essential Elements of Financial Planning. Elements in Focus - January 5, 2024 Presented by: Grant Soliven, AIF® https://bit.ly/3tEtJ9H #FinancialEnhancementGroup #YourLifeAfterWork #FinancialPlanning

Special Edition: A Discussion About the Essential Elements of Financial Planning. Elements in Focus - January 5, 2024 Presented by: Grant Soliven, AIF® https://bit.ly/47qbuT2 #FinancialEnhancementGroup #YourLifeAfterWork #FinancialPlanning

Do you know how much tax you will be paying next year? Have a read of our article below to see how you could plan your personal tax.

Understand Financial Planning Link for joining the session https://lnkd.in/e2XuzEcC

Explore strategic financial planning insights as we approach the fiscal year-end. Our latest article covers the key savings opportunities that could bolster your financial standing. Read more here: https://zurl.co/f27X #FinancialPlanning #YearEndStrategies

Tomorrow, our Finance Pulse newsletter is dropping valuable insights on mastering the art of financial management! 📊 Set some smart financial resolutions with the expertise of Forbes Finance Council. Subscribe for the newsletter today: https://hubs.li/Q02f2Xbh0 #FinancialPlanning #NewYearGoals #NewYearsResolutions

Financial planning post-service doesn't have to be stressful. Our next webinar covers all you need to know. https://buff.ly/464x4vI #VetsFinance #SecureFuture

In our 2023 wrap-up and 2024 financial planning webinar, Joel Chamberlain, CPA/PFS, Shelly Lingor, and Isaac Brohinsky, CPA/PFS covered a number of key topics to ensure that our clients are well-informed and equipped for the year ahead. If you missed the live event, you can watch the replay or read a summary of the topics covered on our blog (link in the comments).

As the end of the year approaches, it is important to take a look back at 2023 and see what can be improved financially for 2024. Keeping track of your progress with an annual financial planning checklist makes it easier to see which tasks have been completed and which you still need to tackle. To learn more about financial plans and how to take the first step, click here: https://ow.ly/Ravq50Qhyjp #myFCCB