AvL Technologies has announced changes to its executive team with the retirement of CEO Guy Clerici. https://lnkd.in/em-CicNb
Via Satellite’s Post
More Relevant Posts
-
In the face of change, we hold the power to shape our destinies. As professionals and forward-thinkers, the concept of retirement is evolving, guided by our aspirations for a life marked by abundant health, financial independence, and the freedom to explore new vistas. Step Above is at the forefront, enabling individuals aged 40-65 to redefine retirement as a beginning, not an end. Harnessing change as a catalyst, let's pioneer paths to early retirement replete with vitality and adventure. Join us in sculpting a future where every moment counts. DM us: Join #StepAbove #RedefineRetirement #LeadersInChange
To view or add a comment, sign in
-
-
Successful Gen X families hire us to take their finances from overwhelm and anxiety to opportunity. Host of Gen X Wealth Academy Podcast | Owner Breakout Private Wealth
Multiple Jobs, Multiple Careers, Multiple Challenges. (from The GenX Guide To Financial Independence) "GenX is the first generation to have multiple jobs, careers, and most likely a few stops and starts." "These changes create multiple planning challenges such as lower retirement contributions, and numerous abandoned 401k's." "Add in the fact that GenX is the first generation to not have a pension backstop, and GenX has no margin for error." #genx #financialindependence #womenandwealth
To view or add a comment, sign in
-
-
Private Wealth Advisor at Respective Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC
Navigating executive benefits can be complex, but it's crucial for both personal and organizational growth. At Respective Wealth, we specialize in helping executives understand and maximize their benefits packages. From stock options to retirement plans, our expertise ensures you make informed decisions for a secure financial future. Let's unlock the full potential of your executive benefits together! #financialadvisors #OverlandPark #TMobile #KCMO #TMobile #TeamMagenta #financialliterary #financialeducation
To view or add a comment, sign in
-
-
Average financial strategy for hospital leaders: - Generic retirement advice. - A one-size-fits-all all investment strategy - Focus on short-term returns Good financial strategy for hospital leaders: - Personalized retirement plan - Globally diverse portfolios tailored to individual risk tolerance and goals. - Long-term perfective Personalization in financial planning not only provides clarity but also paves the way for retirement freedom and financial resilience for seasoned hospital leaders. ✌️
To view or add a comment, sign in
-
What’s been our favorite part of Connect for Growth so far, you ask? With a jam-packed schedule of skilled speakers leading engaging sessions, it's tough to say - but this session on uncovering ancillary planning opportunities from Director, Retirement Solutions Matthew Zokai, AIF, CPFA was certainly something to remember! #AvantaxConnect #WealthManagement
Connect for Growth - Matt Zokai
To view or add a comment, sign in
-
According to Kiplinger, “Many federal employees have chosen a Lifecycle fund because it sounded like ‘autopilot.’ When you fly on an airplane, the middle of your flight is set to autopilot. But you still need a pilot for a safe landing. Autopilot without a pilot is dangerous, not safe.” You still need to be an active participant in your retirement planning—or appoint someone to do so if you don’t want to. This is where seeking advice from a financial professional can help to ensure you’re still on course with your retirement goals. #ThursdayTips #FinancialPlanning #RetirementPlanning
To view or add a comment, sign in
-
A great couple of sessions with Shean Fletcher, AAMS®, AIF® and Braden Wilson speaking to Honeywell employees about tax planning, buying a home, and how to save and plan for retirement! It is incredible to see companies putting in the effort for their employees' financial wellness! #kansascity #financialplanning #financialwellness #retirementplanning #retiringinkansascity #wealthkc #honeywell #employeebenefits
To view or add a comment, sign in
-
-
Any size 401(k)s, anywhere | Specializing in Start-ups and Small Plans | The only 401k System designed to generate ROI and that's backed by a Guarantee | Ask me about my Partner referral program
I realize that it's an unpopular opinion... But I'm just not a fan of the Retirement Plan Advisor also hunting for Wealth Management clients. It's usually is perceived in one of two ways by the participants: 1. Bigfoot: participants without outside assets have about as much of a chance hearing from the Advisor as they do seeing Bigfoot. 2. Vulture: feeling that the 1:1 meetings are mostly a poorly veiled attempt to uncover outside assets. I'd be slightly less opposed if two people from the same firm worked with the employees - one the RPA and the other an FA not associated with the plan. I think the best scenario is for the company to do two separate searches - one for a Retirement Plan Advisor and another for a Financial Advisor who is available to the employees. https://lnkd.in/gSFdqPgT
To view or add a comment, sign in
-