We wanted to share a few highlights from this summer. Here’s a quick 1+ min recap and what’s coming up for Legacy Events. https://lnkd.in/ghdM5k8n
Justin Ancona, CFP®, CKA®’s Post
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Day 2 at Global Leadership Summit was another great one. A few of my favorite quotes/takeaways: Failure: - Fail often in order to succeed sooner - What would you attempt to do if you knew you couldn't fail? Perseverance (Joni Eareckson Tada): - If I realize my weakness, I can see how strong God really is. - The most effective leaders do not rise to power in spite of their weakness, they lead with power because of their weakness. Happiness: - Portfolio of Habits for a Happy Life 1. Faith, 2. Family, 3. Friends, 4. Meaningful work - Enjoyment + Satisfaction + Meaning = Happiness - Screen time has direct correlation to unhappiness Grateful for the opportunity to attend and learn from great leaders these past 2 days.
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Great Day 1 at the Global Leadership Summit. A few of my takeaways/favorite quotes: *Great Leaders: 1. Focus Relentlessly - fewer things with more intentionality. 2. Care Deeply - can't lead people if you don't love people. 3. Commit Completely - potential of your impact is a reflection of your commitment. *Stories - Stories make information matter and stick. - You may be in the MIDDLE of a story. - The most important story is the story you tell yourself. *Good leaders manage their time. Great leaders manage their energy. Day 2 tomorrow. Looking forward to it. #Globalleadershipsummit
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How Much to Retire on a budget of $10,000/mo? https://lnkd.in/gRT4ZEXP
How Much to Retire on $10k/mo Budget?
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Great week at the Raymond James National Conference! Lot of great sessions, learnings, and connections with peers. “Anyone who isn't embarrassed of who they were last year probably isn't learning enough.” - Alain de Botton
Teamwork makes the dream work! Our team had an incredible experience at Elevate this week, a national conference held by Raymond James. At Legacy, we make it a priority to continually learn and grow how we can make our practice better every day. Thanks, RJ for a great conference full of wisdom and insight! #RJConference2024 #Teamwork #legacywealthadv
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Here is a case study of a couple that is 60 years old with a expenses of $120,000/yr in retirement. Take a look at how we help determine if this goal can be met with their current Nest Egg of $3 Million. https://lnkd.in/gi-MagZa
We're 60 Years Old. Is $3 Million Enough to Retire with $120,000/yr Budget?
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Is $2 Million Enough to Retire at Age 55? In this video, I share an in depth analysis on a case comprehensive plan to help answer a common question for those entering retirement - "Will I have enough to fund my goals?" https://lnkd.in/g_7hC5zk
Is $2 Million Enough to Retire at Age 55?
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In this 3 minute video, I share 3 SIMPLE Ways to INCREASE Your Social Security: https://lnkd.in/gh5UhT6v
3 SIMPLE Ways to Increase Your Social Security Benefit
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Here are 7 Questions you should ask your Financial Advisor: https://lnkd.in/gG-9E3vF
7 Questions to Ask Your Financial Advisor
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Plan ahead for the Estate Exemption Sunset. Join us on March 18 at 1pm CST. Registration link for webinar below:
CEO, Legacy Wealth Advisors, Registered Principal, Raymond James Financial Services, Inc., Member FINRA/SIPC
There is a strategic opportunity to capture the excess estate tax exemption before 12/31/25 for $13.6 million per spouse before it drops to $7 million. I’m hosting a zoom webinar on Monday March 18th at 1pm. Zoom registration link is in the comments below.
