We've figured out the perfect way to spend a summer Tuesday evening - learning about Roth IRA conversions! Don't believe us? Tell that to the huge crowd that turned out at the UKFCU Corporate Office to hear CFS Financial Advisor Roy Wagner, CFP® (CERTIFIED FINANCIAL PLANNER™) talk about Roth IRAs and various other retirement considerations! If you missed the seminar but would like to learn more about Investment Services at UKFCU, please go here: https://ow.ly/sjZP50Sxnb5
University of Kentucky Federal Credit Union’s Post
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I'm happy to share that I've successfully completed the "Financial Basics Everyone Should Know" course! 🙌💼💰 This course has been an eye-opener, equipping me with essential financial knowledge and skills that are incredibly valuable for both my personal and professional life. From saving, budgeting, building credit, investing, retirement planning and understanding complex financial concepts, I feel more confident in making informed financial decisions now. Just finished the course “Financial Basics Everyone Should Know” by Michael McDonald! Check it out: https://lnkd.in/gW5v-XY2 #financialliteracy #personalfinance.
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Oxford Risk's Head of Behavioural Finance, Greg Davies joins Euan Munro, Kavi Myladoor, and William Marshall this morning on the FT Adviser panel session for new approaches to retirement investment strategies. A sold-out session and a packed room for what is clearly a very popular and important topic. #RetirementPlanning #FinancialPlanning #FinancialAdvice #WealthManagement #RetirementAdvice #BehaviouralFinance #BeFi
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Financial Literacy Month is here, bringing with it a fresh opportunity to revisit your financial goals. Read our recent Wealth Planning article, where we analyze common financial mistakes and provide actionable solutions. From building an emergency fund to optimizing your retirement savings strategy, we've got you covered. Click here to read: https://ow.ly/zVtr50RjXoq #FinancialLiteracyMonth
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Are you interested in exploring the benefits of IRA Trusts? Look no further! In our recent video, you’ll learn about the power of investing with checkbook control. From investing in alternative assets to saving on fees through checkbook control, this retirement account option may be best for an investor craving financial freedom. To learn more about investing with an IRA Trust, read our blog: https://lnkd.in/e_YvN7pp #IRATrust #CheckbookControl #CheckbookIRA #SelfDirectedIRA
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Curious about the role of a Certified Financial Planner (CFP)? Our latest video breaks down the key aspects of this important profession. Discover how CFPs provide expert guidance on managing finances, investments, retirement planning, and more. Gain insights into their qualifications, ethics, and dedication to helping you achieve your financial goals. Let's navigate the world of financial planning together! #CertifiedFinancialPlanner #FinancialExpertise #MoneyMatters #ExpertAdvice
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TRANSAMERICA AGENCY NETWORK Licensed Agency Coordinator - Building a team of Tomorrow Makers®! Hiring exceptional sales professionals! CONTACT ME FOR CAREER OPPORTUNITIES!
April is Financial Literacy Month, and it's a perfect time to educate yourself on managing your financial future. Improve your knowledge of budgeting, saving, investing, and retirement planning to make more informed decisions. Click the link below to learn more about TFA. https://lnkd.in/exRKPuw3
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Refresh your financial knowledge. Watch financial Masterclasses available with the link below.
Yesterday we hosted our seventh Masterclass, Discover How Bonds Can Benefit Your Retirement Plan, with Tom Hudson, Senior Portfolio Manager and Investment Strategist, and Karen Crump, Senior Portfolio Manager. This Financial Literacy month, we encourage you to celebrate by refreshing your financial knowledge. All of our Masterclasses are available to re-watch here: https://lnkd.in/eKDt8_iX
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Financial Planner at Heritage Financial Consultants, LLC
May the fourth be with you as you navigate the galaxy of financial planning! Let's work together towards financial success, from retirement objectives to investment plans. #MayTheFourth #FinancialPlanning #MayTheForceBeWithYou
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April is Financial Literacy Month, and it's a perfect time to educate yourself on managing your financial future. Improve your knowledge of budgeting, saving, investing, and retirement planning to make more informed decisions. Click the link below to learn more about TFA. https://lnkd.in/exRKPuw3
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Financial Literacy Campaigner and Educator | Entrepreneur with World System Builder | Chartered Retirement Planning Counselor | Registered Social Security Analyst
Learn how to make your money work hard for you, as you worked hard for your money.
April is Financial Literacy Month, and it's a perfect time to educate yourself on managing your financial future. Improve your knowledge of budgeting, saving, investing, and retirement planning to make more informed decisions. Click the link below to learn more about TFA. https://lnkd.in/exRKPuw3
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