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December 17 was nine years of Potts Financial Services, I created this video to thank people and to share some highlights and a couple of lowlights. Running a business has its challenges, but it is certainly rewarding, the last three years have certainly been easier than the first six. One thing to mention, I don’t think my business could be where it is today without the support of Shartru Wealth over the previous five and a half years. The support from the top down has been so helpful. Looking forward to celebrating ten years next year! #financialplanning #financialplanner #financialadvice #financialadviser #financialadvisor #business #anniversary #nineyears

Congratulations! Today is the day, Big I Connecticut's grand 125th display! You've flown to great heights, oh, the places you've been, a century and a quarter of wins to begin.   With agents and brokers, so faithful, so true, you've navigated challenges and skies that were blue. From Hartford to New Haven, through towns big and small, your presence, so mighty, has united them all.   You’ve seen ups and downs, the market's wild ride, but with strength and with vision, you've stayed by the agents’ side. Oh, the education given, the needs that you've met, a journey so grand, it's one we won't forget.   You’ve embraced new technology, encouraged with a gentle hand, and when advocacy is needed, you’ve always taken a stand. In marketing, quoting, and customer care, with help from you when needed agency innovations have soared, their successes laid bare.   So, here’s to the future, to what lies ahead, with 125 years, oh, the paths you have tread. With wisdom and courage, you’re leading the way, Big I Connecticut, we cheer you today!   With dreams in your heart and stars in your eyes, there's no limit to your community, no cap to your skies. So, continue to flourish, continue to grow, oh, the places you'll go, the places you'll go! #125YearsStrong #125thAnniversary #CheersToAnother125

Please join my partners Thomas Abendroth, Christine Quigley and me (Kevin Matz) at our next ArentFox Schiff Family Office University event on June 18th as we discuss “Hot Topics in Estate Planning for High Net Worth Individuals and Family Offices.” This program is available both live from our New York office, and via webinar. Among the topics we will address are: (1) The US Supreme Court's June 6th decision in Connelly v. United States concerning the estate tax consequences of using life insurance to fund a corporate redemption of the decedent's ownership interest in a closely-held entity (2) Planning for the sunset on December 31, 2025 of the temporarily doubled federal estate, gift and generation-skipping transfer tax exemptions; (3) The impact of recent IRS guidance concerning modifications to an irrevocable grantor trust on beneficiary consent to add a tax reimbursement clause; (4) The Corporate Transparency Act; (5) Social welfare philanthropy with Section 501(c)(4) organizations; and (6) The latest developments concerning required minimum distributions from qualified retirement plans and IRAs There is no cost to register, and you can attend by clicking on the below link. I look forward to seeing you there! Kevin

On this date in 1990, Bob and Jim Berliner established Westmount — a financial advisory firm built on impeccable ethics and thorough, unbiased advice.   34 years later, we're still helping LA's most dynamic people plan the life they envisioned — and feeling the thrill of seeing them live it. Meet a few of them ➡️ https://lnkd.in/gDziMYXS   #anniversary #ria #wealthmanagement

Drawing Business Inspiration from St. Patrick's Day: A Historical Perspective for MSPs As we embrace the green spirit of St. Patrick's Day, it's a perfect opportunity for MSPs to delve into the day's history and glean impactful lessons for our businesses. St. Patrick's Day: A Brief History Celebrated on March 17th, St. Patrick's Day commemorates St. Patrick, Ireland's patron saint, who was instrumental in the Irish conversion to Christianity in the fifth century. From its religious roots, the day has blossomed into a worldwide festivity of Irish culture. Valuable Lessons for MSPs: #Adaptability: Emulating St. Patrick's adaptability, MSPs must navigate the tech world's fluctuations, embracing new technologies and modifying services to address evolving client needs. #Persistence: St. Patrick's unwavering commitment amidst adversities serves as a reminder for MSPs. Your journey is peppered with hurdles - technical glitches, market shifts, client dilemmas - yet, our resilience paves the path to sustained success. #CommunityImpact: St. Patrick's indelible mark on Irish culture underscores the essence of community engagement for MSPs. Be it supporting local ventures, participating in community events, or offering insightful sessions on cybersecurity and IT best practices, our community bonds are vital. #LegacyBuilding: Inspired by St. Patrick's enduring legacy, your mission extends beyond mere service provision. You're here to foster trust, ensure reliability, and contribute meaningfully to our clients' and community's enduring prosperity.

On October 1, the consolidated City of Jacksonville turned 55. With that milestone anniversary of the historic merger of Jacksonville and Duval County, I have launched a new Medium column: 55 at 55. Over the next year, I will share 55 insights, observations, recommendations, and thoughts about our local government and community. The first five are below and I’ll publish more in the coming months. Thanks for reading and for your suggestions on #Jacksonville topics you would like to see covered! #cities #counties #localgovernment

What story is being sold about Denver? Ednium started the Denver Deep Dive because we learned that alumni weren’t aware or have access to the systems that help run our city. For nine months, we engaged with the community and learned how Denver's systems are interconnected. The Denver Deep Dive stood out by taking participants to unique city locations: The Denver City & County Building, Comal Heritage (a local food incubator), the CSU Spur Campus, Moline at Stapleton Apartments (an affordable housing community), the Denver Metro Chamber of Commerce Building, Manual High School, and Gary Community Ventures. We covered nine topics: 1️⃣ Denver’s History  2️⃣ Education 3️⃣ Economic Development 4️⃣ Housing 5️⃣ Environment 6️⃣ Transportation  7️⃣ Gastronomy 8️⃣ City Politics 9️⃣ Arts & Culture We learned the importance of curiosity and looking beyond the surface of the stories about Denver. Before the modern Denver we know today, indigenous people lived on this land. The phrase, “We did not cross the border, the border crossed us,” reflects how people became Americans overnight by the Treaty of Guadalupe Hidalgo after the Mexican-American War. In our city politics session we discovered the feedback gap between community needs and the people whose job it is to address and solve those needs. In our housing session, it was shocking to hear that originally HOAs were created to upkeep the image of a residential community. City residents are legally obligated to pay HOA dues, but overtime HOAs have become a burdensome fee rather than providing tangible value to residents. We also learned that affordable housing can be built to match the quality of other apartment complexes. Thank you to everyone who participated in our first Denver Deep Dive. Your curiosity made this program a success! Thank you to all the guest speakers for sharing valuable lessons. We envision a future where homegrown talent holds leadership roles throughout the city. With the Denver Deep Dive, we are one step closer to that future. #EdniumAlumni #EducationLeadership #HomegrownTalent  #HomegrownAwards 

Please join my partners Thomas Abendroth, Christine Quigley and me (Kevin Matz) at our next ArentFox Schiff Family Office University event on June 18th as we discuss “Hot Topics in Estate Planning for High Net Worth Individuals and Family Offices.” This program is available both live from our New York office, and via webinar. Among the topics we will address are: (1) The US Supreme Court's June 6th decision in Connelly v. United States concerning the estate tax consequences of using life insurance to fund a corporate redemption of the decedent's ownership interest in a closely-held entity (2) Planning for the sunset on December 31, 2025 of the temporarily doubled federal estate, gift and generation-skipping transfer tax exemptions; (3) The impact of recent IRS guidance concerning modifications to an irrevocable grantor trust on beneficiary consent to add a tax reimbursement clause; (4) The Corporate Transparency Act; (5) Social welfare philanthropy with Section 501(c)(4) organizations; and (6) The latest developments concerning required minimum distributions from qualified retirement plans and IRAs There is no cost to register, and you can attend by clicking on the below link. I look forward to seeing you there! Kevin

For this month's #MeetTheTeamMonday, we are featuring Gray Rudd, CFP®, Director of Wealth Management. We asked Gray a few "Get To Know Me" questions... check out his answers below! Q: What is your most fond memory of working with Pure Wealth Strategies? A: Watching the team grow. It’s energizing to bring new people on board, see them become excited about their role on this team, and watching them grow personally and professionally. Babies are born, people get married, kids graduate... it’s cool to grow with people you spend 40-hours/week with. Q: What are you most excited about in your life right now? A: I’m pumped to keep getting to know my kids’ personalities. It’s super fun how different every six months can be, and I love seeing their unique personalities develop. Q: Where do you most want to visit in the world? A: I wish there was just one place, that would almost be easier. My answer changes like a mood-swing, but today, Scotland. I’d love to visit whiskey distilleries and play golf while looking down a cliff lined fairway along the ocean (my ball will be in the rough, of course). Thanks for sharing, Gray! Get to know all of our team members a little more by visiting our website: http://spr.ly/6040gS5bw

No more buzzwords and empty promises! It’s deeply troubling that Rhode Island Governor Dan McKee and House leadership Speaker, Joseph Shekarchi and Chairman Marvin Abney have turned their backs on the Black community in the $14 billion budget. Our leaders should be champions of all communities, yet their actions tell a different story. Did you know? Large companies such as Gilbane Building Company and Brown University continue to receive waivers from Rhode Island leaders, claiming they can't find Minority Business Enterprises (MBEs) with the scale or capacity to work on housing, schools, and other construction projects in the state. Meanwhile, the state refuses to allocate robust funds to build a strong pipeline of Black and brown businesses. This neglect is keeping the Black community in poverty. Without strong Black businesses, we will never have a strong Black community. The data speaks for itself. We need stronger leadership and immediate action to ensure that Black businesses receive the support they deserve. It's time for our leaders to prioritize inclusivity and economic equity for all Rhode Islanders. #SupportBlackBusinesses #EconomicEquity #LeadershipMatters #RIPolitics #CommunityStrength