The Financial Planning Club’s Post

How paraplanners can stand out in today's job market. There is a hot job market for paraplanners and administrators looking to take the next step, whether that means picking up additional responsibilities or moving into an adviser role. Antony George Recruitment, The Financial Planning Club, Lewis Byford. Check out Jen Frost's latest article 👇 https://incm.pub/4gb5wtF #financialadviser #investment #investmentmanagement #finance

𝐂𝐡𝐨𝐨𝐬𝐢𝐧𝐠 𝐭𝐡𝐞 𝐑𝐢𝐠𝐡𝐭 𝐄𝐱𝐞𝐜𝐮𝐭𝐨𝐫/𝐓𝐫𝐮𝐬𝐭𝐞𝐞 🤔 𝐖𝐡𝐨 𝐰𝐢𝐥𝐥 𝐡𝐚𝐧𝐝𝐥𝐞 𝐲𝐨𝐮𝐫 𝐚𝐬𝐬𝐞𝐭𝐬 𝐚𝐟𝐭𝐞𝐫 𝐲𝐨𝐮'𝐫𝐞 𝐠𝐨𝐧𝐞? Choosing the right executor or trustee is one of the most critical decisions in estate planning. In this video, Jeannie shares: ✅ The qualities to look for in an executor ✅ The role of a trustee and why it matters ✅ Common mistakes people make when appointing these roles 💼 Don’t leave this decision to chance. Watch Jeannie's insights and ensure your estate is in good hands. #legacy #willwritingservice #willwriting #financialplanning #businessman #estateplanning #trustee #executor

Emery Planning, understands the unique challenges faced by those seeking planning permission for commercial developments. We will work closely with you to understand your vision, assess its feasibility, and develop a strategic plan to achieve it. Contact Emery Planning today to discuss your commercial planning needs 🌟 #businesschallanges #businessexperience #commercialdevelopments

How to Protect Your Wealth Through Strategic Trust and Estate Planning

Did you know estate planning goes beyond drafting documents? At Simmons & Schiavo, we provide full asset alignment—retitling accounts, updating beneficiary forms, and ensuring everything matches your plan. That’s estate planning done right!

Are you ready to ensure your estate plan’s success? In this session, you will gain essential knowledge and tools to enhance your estate planning efforts by focusing on effective communication with your trustee. 📅 Date: Wednesday, August 14 🕧 Time: 12:30 pm PT 📍 Location: via Zoom In this webinar, you will learn: -The pivotal role of trustees in estate planning. -Responsibilities and legal obligations of trustees. -How to choose the right trustee for your estate plan. -Tips on preparing key documents and information for trustee conversations. -Strategies for effective communication with your trustee. Ensure the success and integrity of your estate plan with essential knowledge and tools. https://bit.ly/3WI69V8 #EstatePlanningSuccess #TrusteeTalk #PlanAhead #SecureYourFuture

What do you and your Sole Proprietor business have in common? A recent Financial Elevation Group Member asked What happens to my business if I die? #SoleProprietors are not going to like my answer When a Sole Proprietor dies (and doesn't have an #LLC or a #Corporation) Their business dies too The business ceases operation The assets become part of the owner's estate Your executor is now in charge of distributing those assets And, without appropriate prior planning, the executor will have to go through probate court to make that happen If you want to get questions like this answered each month, join my Financial Elevation Group (It's only $97/month) https://lnkd.in/eRqimmUi

Choosing the right executor or trustee is vital for effective estate planning. At Mazza + Niro, PLC, we’re here to guide you through this important decision. Read our blog for insights on making the best choice for your estate. https://bit.ly/3U8e5NL #estateplanning #estateplanningattorney #legaladvice #arizonaestateplanning #assetprotection

Come join us the first Friday of each month @ 11:45am (EST Brisbane) where our Team at Capital Properties will launch our monthly webinar series specifically designed for Australian Defence Force members. This ongoing series will provide you with the tools and expert advice to achieve “The ADF Blueprint – Achieving 3 Properties in 6 Years.” We answer questions like: How do you do research your property before you buy? In this series of workshops we will take the smoke and mirrors away from this elusive topic of‘property research’ to give you clear and practical steps towards helping you gaining insights before you buy. Each Month we’ll cover different content & topic’s Researching, where to find quality data backed property research Market trends, help you to gain a big picture view of the Australian Property Markets Increase your Property Investor IQ, learn basic time tested principles for a local area / suburb profiles Loan Interest Rates, how interest rates will impact the property market Investor Centric Community, glean from experienced investors in a round table setting Panel of Experts – Question and Answer Expert Panel: Engage with industry experts, who are experienced working with defence personnel, (Finance Brokers, Planners, Accountants, property mangers, quantitative surveyors, Builders and Building Inspectors, Solicitors & Conveyancers and more!) – Attendees tell us this is awesome, because you get to have all your questions answered. Free Gift – Property Investment Cash Flow Analysis – Spreadsheet once you sign up for the event! And receive a free PDF copy of Property Investment SOP on attendance