New Years is tomorrow and NCFCU wants to know what your New Years resolution is? Comment below we want to know! #YourCommunityCreditUnion
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TFSA Contribution Room: What You Need to Know Making a Large Top Up You Asked, We Answered #tfsa #cracontributionlimits #financialplanningbasics #savingtodayforarichertomorrow #levesquewealthplanning
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Helping women transition to individual investment decision making after separation, divorce or widowhood.
TFSA Contribution Room: What You Need to Know Making a Large Top Up You Asked, We Answered #tfsa #cracontributionlimits #financialplanningbasics #savingtodayforarichertomorrow #levesquewealthplanning
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Exciting news alert! 📢 Check out our latest newsletter for all the updates and insights you need. Click the link below to dive in and stay informed! #DCF #DCFResearch #DCFNewsletter
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Vice President, Product Development & Innovation, CFP Instructor, Founder of Greenbeat Financial (Financial Planning + Tax Preparation)
✨ A Message for Those Who Were Unsuccessful in Receiving a Preliminary Pass During the November 2023 Cycle… 🍻Here’s to celebrating YOUR effort. 🎗️Make a note for yourself that reads… “what is delayed is not denied” - Dawn Staley 📆 Take a look ahead and ask yourself, “is this the season for me to go for it again?” 🏞️ If March 2024 is YOUR time, think deeply about how you can change your approach for the better. 🏆 Go get those marks. #cfp #cfppro #examprep #financeeducation #financialplanning
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Financial Advisor Empowering Women and Couples through Life Transitions with Empathy and Expertise
It is my pleasure to share that I'll be speaking at the upcoming IDFA conference on a very important topic: Empowering Financial Abuse Survivors - The Critical Role of CDFAs. Will I see you there? #idfa #cdfa
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Huge thanks to Paul Jones and the Logan Finance team for this invaluable opportunity to delve deeper into the world of finance. Looking forward to more enlightening sessions ahead! Register at the link below and we'll see you there! #Finance #DSCR #Loans #LoganFinance #Empowerment #Success #FinancialStrategy #BusinessGrowth #ExpertInsights
What makes DSCR different at Logan Finance? Find out by joining Logan’s Paul Jones for “Discover the DSCR Difference with Logan Finance”, the second session under “The Modern Non-QM Experience” collection. The discussion will cover: · DSCR Options including 5-8 Unit & No Ratio · Commercial Broker Opportunities · Finding More Investors in Your Backyard Register here! https://lnkd.in/d8DUy9KR
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Wealth Manager Focused on Helping Women Design Their Financial Lives
Another week is upon us. What will we do with it? Who will we serve? How will we grow and build others up? Thoughts I am pondering on this beautiful day! #CFP #CDFA #womeninfinance #womeninbusiness
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PFCU is not here for our profit, we're here for yours. 👍 So don't look like a fool this April 1st. 🤡 Check out exactly what we are all about on our website, and become a member today! 🔗 pfcu.com #PFCU #PFCUMember #MoneyTips
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For the Fdn Practice Rating this year (& henceforth), we have to change the way that we select the cohort of fdns whom we assess: that's because the third-party list of fdns that we used is no more. This doc describes how we'll do it now. (Publishing this for transparency!) TLDR: it's basically the yellow here, minus the ones that are dead or only fund individuals: https://lnkd.in/d24uRthG
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Why do we do what we do? Financial planning is often about analyzing the numbers. Coaching also means helping clients remember why they do what they do. Our team's collective vision and purpose impact our clients in a truly meaningful way. The reward is success achieved through our clients' successes.
Thank you Dr. Arenas for your testimonial! Read more about Jon and the rest of our financial coach team here: https://bit.ly/47JMwir #mfc #testimony #review #cfp
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