WBENC’s Post

Recap alert! Dive into the key takeaways from our dynamic LIFT WBE Financial Readiness Series this past June 2024. Partners like Wells Fargo, State Farm, and Bridge provided three insightful and engaging sessions on valuable financial readiness topics for hundreds of passionate WBEs. Read the full recap article today! https://lnkd.in/d4_BzCYZ

1. "What I Learned from Going Blind in Space" by Chris Hadfield (https://lnkd.in/dXGRxnJ6) While not exclusively about money management, Chris Hadfield's talk addresses the broader theme of risk and decision-making. His experiences provide valuable lessons on preparing for unexpected challenges and the importance of making informed financial decisions. 2."The Battle Between Your Present and Future Self" by Daniel Goldstein (https://lnkd.in/dHHtahet) In this thought-provoking talk, Daniel Goldstein delves into the dynamics between our present and future selves when making financial choices. He offers insights on how to bridge the gap between short-term impulses and long-term financial goals.

Check out the new issue of Baird Digest and get your future off to a solid financial start. https://bit.ly/3DX0el6

Join us as we celebrate three days dedicated to understanding the heartbeat of financial stability – Valuation Day! 📊💼 From May 5th to May 7th, delve into the significance of asset valuation in securing your financial future. Knowing the true value of your assets isn't just about numbers; it's about laying a solid foundation for stability and growth. Don't miss out on this opportunity to gain insights that could reshape your financial landscape. Let's navigate the intricacies of valuation together and pave the way for a prosperous tomorrow. #ValuationDay #FinancialStability #AssetValuation

Are your clients fully aware of the transformative power of financial planning? Welcome back to our series, Plan it Your Way, where we help you enhance your clients financial wellbeing by embarking on an engaging journey of running insightful simulations, exploring hypothetical scenarios, and crafting practical actionable steps! And guess what? We've got a secret weapon for success — leverage the latest behavioral finance research to unlock even better outcomes with Orion Planning today! Don't settle for ordinary when you can achieve extraordinary results together! 👉🏻 https://bit.ly/3JQH8QL

Our work focuses on you, what you want to accomplish, and most importantly, what you need to do to accomplish those things. We want to help you understand the impact of your financial decisions and guide you toward the decisions that are most aligned with your personal goals. Learn more about Tide Creek Financial Group and what sets us apart: https://bit.ly/3Pp1x1i

In the world of financial planning, age has traditionally been a key factor in determining portfolio risk. However, as we navigate an ever-changing financial landscape, it's crucial to challenge the notion that age alone should dictate...

Building a strong financial foundation is key for thrive.

Hey ladies. I see you. You're scaling your empire, but the complex maze of revenue growth and tax optimization is holding you back. It's time to break through those barriers and step into your financial power. I'm Patrice Malloy, the Financial Maven behind Malloy Management Group, and I'm opening up just 5 exclusive spots for a FREE 30-minute Financial Brilliance Strategy Session with me. In this game-changing session, we'll: 🔥 Pinpoint your financial roadblocks 🔥 Craft a bespoke strategy for maximizing revenue and tax savings 🔥 Reveal the one move you can make TODAY to ignite your financial transformation Don't Miss Out! If you're a high-achieving, successful WOC CEO ready to make an impact that reverberates through generations, then you can't afford to miss this. 📩 How to Claim Your Spot: Send me a DM to get the list of qualifying questions. Answer thoughtfully, as only 5 spots are available. Act fast—these coveted spots will go quickly. Your financial legacy isn't going to build itself. Let's make it happen.