Symetra Retirement’s Post

🎉 We can't wait to learn, network, and get inspired by our partners, colleagues, and peers at the #LPLFocus conference in San Diego from August 11 to 14. 💡 Come by Booth #827 to learn about the latest eMoney updates. LPL Financial - Research LPL Financial #financialplanningsoftware #financialplanning

After a rejuvenating Easter break, we're thrilled to bring you the latest edition of our Meeting Takeaways. Although it was a short week, it was buzzing with significant developments in the financial realm, and we're eager to share our key takeaways. Mariska du Plessis CFP® Kobie-Marie Kritzinger CFP® #Menlyn #Financialnews #FinancialInsights #WeeklyMeetingTakeaways #StayInformed

Is the small-cap rally for real? Which were the big capital raises? Discover the week's crazy movers and find out which defense company crashed hard! Dive into our 180 Markets Weekly Wrap for all the details https://lnkd.in/gr7czUvm #ASX #capitalraise

Have you read this month`s edition of 𝑭𝒐𝒓𝒆𝒇𝒓𝒐𝒏𝒕? Learn about the recently signed 8CPA, QLD and VIC hitting Scope of Practice milestones, and the return of the State of the Industry Roadshows. https://loom.ly/Q6Ue_HM

Great mix of speakers and firms, really looking forward to hearing their perspectives on how they collaborate across the operational teams to drive their organisations forward. #BriefingLIVE24 #BriefingLIVE #legalindustry #lawfirmleadership

🌟 Webinar Replay Alert! 📹 Missed our recent webinar? No worries! Catch the recap of our 2023 review, 2024 forecast, and strategic plan for the future. Link to replay here: https://lnkd.in/ewEpZTcW Here's a glimpse of what we covered: 🏠 2023 Accomplishments Successfully closed on Elevate Greene (formerly Crossings at McDonough). Highlights from BBBP Summit in August. Engaging meetups in February, June, and November. 💡 Insights on Property Opportunities: Explored numerous opportunities in Texas, Florida, North Carolina, and South Carolina. Faced challenges with conservative bank financing terms. Discovered the impact of changing interest rates on offer prices. 📈 Market Trends in 2023: National home prices experienced a 3-6% rise. Rent growth stagnation with a -1.1% YoY decline. Factors contributing to declining rents and implications. 🏢 Our Current Assets in 2023: Creekside Villas: Annualized revenue up, with improved occupancy and NOI. Viking Wealth Fund: Significant growth in revenue and NOI, delivering monthly distributions. Elevate Greene: Notable increase in NOI and occupancy, providing consistent monthly distributions. 🔮 A Look Ahead to 2024: Uncertainties: Fed decisions, wage growth, inflation, and more. Predictions for the apartment market, housing prices, and the impact of hybrid work. Sun Belt market trends and considerations for investors. Access the replay to the webinar here: https://lnkd.in/ewEpZTcW 🚀 Join Us in Shaping the Future of Real Estate Investment! #WebinarReplay #RealEstateInvesting #2024Forecast

If anyone attending would like to discuss FundCount and how our platform can help support your Family Office operations, DM me and we’ll meet up!

Did your team bring home the trophy or fall short this Super Bowl? Just like in football, every play your business makes matters. A winning game plan is backed by data-driven analysis, and Cheetah makes it easy to understand the trends that power your business. Learn more: https://hubs.ly/Q02kXY1Z0

Here are our thoughts on some of the frequently asked questions from this year's LPL's Focus Conference. https://lnkd.in/ea8R54Xm #WeeklyMarketCommentary #GoldenRidgeFinancialDesigns #SmithSandlin

Happy New Year! 🎊 We're back from our holidays and kicking off the year with our Inside FOM Q4 webinar next week. We will be talking about all things 2023, investor news, and other Q4 news, and hopefully, we will answer some good questions from the viewers. Don't miss out on this opportunity to gain knowledge on all things FOM - sign up here 👉 https://lnkd.in/d_aydBuF #investorrelations