This week, Northern Beaches Mums Facebook Group members had the opportunity to listen to a highly insightful webinar titled ‘Future Proofing: Safeguarding Wealth and Navigating Change,’ featuring expert presenters: Rebecca McLeod, Janine Goodwin (Watts McCray Lawyers), and Chris Gilmour CFP® (Certified Financial Planner at Strategy First). The session covered essential topics for families looking to protect and preserve their wealth across changing life circumstances. Please see the link to the recorded webinar below 🔽 https://lnkd.in/gAUeHuFs #familylaw #familylawyer #webinar
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As an accountant, I see every financial decision as a building block toward a successful future. Standing in front of the Capitol reminds me of integrity and trust importance – not just in government, but in business as well. To my clients, I’m here to help you navigate every step with precision, so you can focus on what matters most: growing your vision and making an impact. Together, we’re building something strong. 💼📊 #ClientSuccess #FinancialIntegrity #YourVisionOurMission
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Legacy planning isn't just about wealth—it's about the impact we leave on future generations. From balancing financial provision to addressing legal considerations, our latest blog dives into the complexities of legacy planning. Read more here: https://lnkd.in/eSWNbiZE #LegacyPlanning #FinancialLegacy #WealthManagement #ProffittGoodson 🌟
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Founder & Chief Investment Officer of Proffitt & Goodson Inc., a firm dedicated to your Money Mission.
Legacy planning isn't just about wealth—it's about the impact we leave on future generations. From balancing financial provision to addressing legal considerations, our latest blog dives into the complexities of legacy planning. Read more here: https://lnkd.in/gVeTh_gw #LegacyPlanning #FinancialLegacy #WealthManagement #ProffittGoodson 🌟
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Why Your Brother-in-Law Isn't Your Financial Advisor! Join us as we delve into the vital role of a financial advisor! Discover why seeking professional advice can elevate your financial strategy and help you avoid common pitfalls. Let’s uncover the truth about managing finances and the value of expert guidance in today's complex financial landscape. #FinancialAdvisor #MoneyManagement #ProfessionalAdvice #FinanceTips #WealthBuilding #FinancialEducation #InvestWisely #FinancialLiteracy #SmartInvesting #FinancialPlanning
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Today's the day! Politics significantly impacts financial planning, often in ways that aren't immediately apparent. Throughout my career I've learned how crucial it is to consider political factors when securing financial futures for clients. Here's a brief overview of how politics can influence your Financial Plan and why expert guidance is essential. #FinancialPlanning #PoliticalImpact #ExpertGuidance #SecureFuture #ClientSuccess
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Legacy planning isn't just about wealth—it's about the impact we leave on future generations. From balancing financial provision to addressing legal considerations, our latest blog dives into the complexities of legacy planning. Read more here: https://lnkd.in/e2FH4ZyT #LegacyPlanning #FinancialLegacy #WealthManagement #ProffittGoodson 🌟
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Exciting Insights from Carlos F Guevara! In our latest video, Carlos, our Associate Advisor, dives into the common traits we've observed in our younger clientele at Marin Wealth. Discover the attributes that set them apart and how they approach financial planning! Curious to learn more about the future of finance and what it means for you? Watch now 🎥💡 We’d love to hear your thoughts—what common traits have you noticed in younger clients? Share your views in the comments! #MarinWealth #FinancialAdvice #YoungerClients #FinancialPlanning #FutureOfFinance
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If you need expert financial guidance, come to BlackBelt Wealth Advisory in Franklin Lakes, NJ. Our team of advisors is here to help you make the best decisions for your financial future. #wealthadvisory #financialplanning #expertadvice
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It's been almost 15 years since I co-authored “The Family Office: Advising the Financial Elite” with Russ Alan Prince, Hannah Shaw Grove and Rick Flynn, JD. While the core appeal of multi-family offices – service and connections – remains true, the way we advise the ultra-wealthy is always evolving. For those at the top, having a strategic quarterback with broad experience navigating complex financial scenarios is essential. Our book outlines key principles – including commitment to wealth creation, learning from failures and maintaining focus. Conversations around navigating the ultra-high-net-worth landscape effectively will need to be consistently refreshed and re-discussed after some time.
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Welcome to a fresh month, full of potential! This November, take control of your financial journey—whether it’s saving a bit more, building your investments, or securing your future. Julz Consulting Firm is here to help you turn goals into growth. Let’s make every decision this month count for a brighter financial future. Start today! 💼💰 #HappyNewMonth #NovemberGoals #JulzConsultingFirm #FinancialFreedom #FinancialConsulting #FinancialServices #FinanceExpert #FinancialAdvisor #WealthManagement #InvestmentStrategy #SaveForTheFuture
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