We are thrilled to welcome Modern Capital Executive Solutions as a new CUInsight partner this year! Modern Capital works with credit unions to provide cost-effective benefits plans designed to attract and retain talented leaders. The team at Modern Capital specializes in Supplemental Executive Retirement Plans (SERPs) that engage and motivate your greatest asset—your people. Learn more about the work they do for credit unions here: https://hubs.li/Q02FzZdW0
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Fantastic opportunities
We're delighted to be working again with our client The Pensions Regulator on three exciting Executive Director roles. These roles will lead new regulatory functions covering Market Oversight, Regulatory Compliance and Strategy, Policy and Analysis. The roles will report into the Chief Executive, sitting on both the Senior Leadership Team and the Board. It is no exaggeration to say they will help improve the retirement lives of tens of millions of people. Please read our microsite to find out more information and to apply, or drop me a message: https://lnkd.in/eDpmzAqj
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Just yesterday we conducted our 5th seminar for our corporate client. Here’s 3 common shortcomings in financial plans that I've come across. 1. Emergency Fund Neglect: One recurring issue is for employees to overlook the importance of an emergency fund. This financial safety net is crucial. 2. Limited Retirement Planning: Many employees tend to focus exclusively on their employer pension schemes, potentially overlooking other avenues for wealth accumulation and diversification. 3. Inadequate Risk Management: This is crucial for a well rounded financial plan and is unfortunately often overlooked. — In tackling these financial challenges, we’re setting the groundwork for a more secure future.
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In a recent episode of Asset TV's Trustee Talk series, ZEDRA Client Director, Melanie Cusack spoke to host Sam Rossiter about the challenges and opportunities facing pension schemes. Watch the video to hear from Melanie and Sam as they discuss buyout options, challenges with data readiness, and the struggles faced by third-party administrators. https://loom.ly/2ep9i6o #PensionSchemes #Buyout #Trustees
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Read the latest #KPMGBLC Q&A with Yumi Narita, Executive Director of Corporate Governance at the New York City Office of the Comptroller, that provides insight into how the $266 billion New York City pension funds evaluate proxies, engage with directors, and establish their positions. #pensionfunds #proxies #shareholderengagement https://bit.ly/3A53fku
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If you're a business owner, the choice between keeping money in the business or pulling some out to save for retirement is a common dilemma. And whether you choose to use an RRSP or TFSA could depend on several factors. Pierre Létourneau, Business Succession Advisor, TD Wealth, joins Kim Parlee to discuss how income and cash flow considerations could play a role in which account might be best for you.
Business owners: When does an RRSP or TFSA make sense for you? - MoneyTalk
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Great feedback from 288 Group Ltd . The Lewis Workplace Pension Trust Lewis Investment
🌟Financial advice for our team 🌟 We deeply value the financial well-being and security of everyone in our team. That's why we're thrilled to offer personalised pension and financial meetings for all employees, in partnership with Lewis Investment and their workplace pension team! With Lewis Investment's three decades of expertise in delivering independent financial advice, we're committed to help and empower everyone in our company to make informed decisions about their financial futures. The Lewis Workplace Pension Trust #EmployeeBenefits #FinancialWellness #Partnership #PensionPlanning
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Discover the newest #KPMGBLC Q&A featuring Yumi Narita, Executive Director of Corporate Governance at the New York City Office of the Comptroller. Gain a deeper understanding of how the colossal $266 billion New York City pension funds assess proxies, interact with directors, and define their stances. #pensionfunds #proxies #shareholderengagement https://bit.ly/3ydL0IV
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🚀 Level up your financial game? Join us on April 9th with Kar-Wei Lam, CFA, Creative Planning Financial Group. Discover how to leverage a diverse range of services and gain insights into optimizing your family's wealth strategy, whether you're kickstarting your career, raising a family, or planning for retirement. Register here: https://ow.ly/LyxF50R8NXR #FinancialPlanning #WealthManagement #WealthStrategy #canadiansocietyevents
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According to a recent report by Cerulli Associates, a staggering 37% of financial advisors plan to retire within the next 10 years. 1. This statistic highlights the critical importance of having a solid succession plan in place, whether you're a financial advisory firm owner or simply want to ensure your portfolio is passed on to capable hands as you approach retirement. At ARC, we understand the importance of planning for the future. Watch as we discuss how we will guide you through the process, ensuring your firm's legacy remains strong and secure. 👇🏼 1. https://loom.ly/Ns2XM00
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Financial Planning is about driving your goals forward, not just managing your money. It's what provides the meaning to how we help others!
At Claire Reid Wealth Advisory we don't just manage your money, we help you plan to achieve the life you want, over the course of your lifetime. We work with clients in all stages of life—whether they are entering into domestic partnerships, building families, running small businesses, preparing for retirement, or restructuring after major life changes. Learn more: https://lnkd.in/gRvUeqMn
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