Interested in how Wellby Financial can help you and your organization #prosper? ⬇️ Join us at these Houston networking events to discover how Wellby's financial literacy experts can support you and your teams! #Networking #FinancialLiteracy 📅 June 18 Coffee Time & Networking ☕ First Cup Coffee Company 7:30 - 9:00 a.m. 2645 Broadway St, Pearland, TX 77581 📅 June 20 June Mixer 🍸 Courtyard Marriot – Galveston 5:00 - 7:00 p.m. 9550 Seawall Blvd., Galveston, TX 77554 📅 June 26 Coffee in the Park ☕🌳 Soulfreak 8:30 - 10:00 a.m. 512 2nd St., League City, TX 77573
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Five ⭐️ Mortgage Expert solving complex finance quickly & effectively for property investors & developers. Specialist for expats & international applicants.
On route to Birmingham to break my annual PIN dinner cherry. ☺️ A room with 1,500 property investors makes for some good conversations, networking and having a few laughs. No idea who I’m sat with so apologies in advance if I’m on your table! 😂 Come and say ‘hi’ if you see me. 👋🏽 #propertyinvestorsnetwork #networking #annualdinner #propertyfinance
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Take the step to make the most of this opportunity and practical wisdom to empower you on your journey towards financial success. Go to markrolton.com for upcoming events and more free content. #liverich #morethanmoney #markrolton
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Bring main street, downtown, & the local economy back to life with small-scale manufacturing. CEO of Recast City.
In 2019 – We started Recast Leaders to help communities fight back against a national trend of vacant and boring main streets. We’ve worked with over fifty communities to help them build entrepreneurial ecosystems and create strategies to help them grow to create great places. Let us help your community take the next step in it’s journey. Learn more about Recast Leaders here: https://bit.ly/3sSI168
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Top Ten Real Estate Producers: Insights from the Industry Leaders Discover the characteristics and trends of top real estate producers in this insightful video. Learn about their collaborative attitudes, community involvement, and successful strategies. Featuring Andrew Duncan, Tony Barone, Martha Thorne, Jennifer Zales, and more. #RealEstateLeaders #TopProducers #RealEstateSuccess #IndustryInsights #CollaborativeAttitude #CommunityInvolvement #SuccessfulStrategies #AndrewDuncan #TonyBarone #MarthaThorne
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What drives River Birch Newman? Listen to co-founder David Broom talk about his parents, and what he'd wished they had during their careers... Let's start the conversation: rbnwealth.com/contact #FinancialAdvice #FinancialPlanning #FinancialPlanningForAll #RiverBirchNewman
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SAVE THE DATE: The WEALTH IN RENTALS Virtual Conference will offer you a chance to learn our models, motivation, and more! We’re hard at work building the materials that are going to give you the rundown of the Slaughter Investing strategy from the bottom up! You’re going to want to tune in to find the exact strategies used by Michael & Leah Slaughter to curate a 40 million dollar portfolio! We’re talking about everything from the Slaughter story to the reasons to invest in North Texas to all of the skills you’re going to want to hone if you’re a prospective investor in DFW! This is an event you’re not going to want to miss, and that’s why we’re giving you THREE CHANCE to watch! Tune in Fri, May 3, Sat, May 4, OR Sun, May 5 to watch! This is a beefy presentation though, it's expected to last about 3 hours, so make sure you block off your calendar now! You’re going to want to take advantage of this opportunity because this WON’T be available for replay after it airs! REGISTRATION IS NOW OPEN, see links below! FRIDAY. MAY 3: https://lnkd.in/ggtStgc7 SATURDAY, MAY 4: https://lnkd.in/gmPfRuua SUNDAY, MAY 5: https://lnkd.in/gVR8q3k7 #RealEstate #Investing #NorthTexas #SlaughterInvesting #RealEstateInvesting #InvestmentStrategies #Conference #NetworkingOpportunity #RealEstateConference #InvestmentEducation #FinancialLiteracy #WealthBuilding #PropertyInvestment #InvestmentTips #FinancialFreedom #WealthManagement #AssetManagement #PropertyManagement #RealEstateEducation #InvestmentSeminar #FinanceConference #InvestmentInsights #MoneyMatters #InvestmentSkills #RealEstateTips #NorthTexasRealEstate #InvestmentCommunity #RealEstateProfessionals #InvestmentExperts #BusinessNetworking
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Market Return design for Cash Balance plans is preferred but grossly under utilized. Many small businesses/partnerships are in a Fixed plan design, but looking for a better option. Look to October Three, a well resourced actuarial and record keeping firm for strategies to move from Fixed to Market designed plans.
Senior Consultant - Cash Balance and Defined Benefit specialist- Helping business owners find tax relief and create impactful savings with Cash Balance pension plans.
Two- day successful trip out west with awesome partner from Columbia Threadneedle @Connor Long! Small business owner roadshow - opportunities for Key Wealth Advisors utilizing Market Return #CashBalancePlans. This Midwest gal did enjoy the heat of Vegas but it did feel like ....
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I love taking time out with our clients and connecting with them on a personal level. Finding out where they are at, what they are struggling with and how we can work together to support their goals and aspirations has stood us in good sted. We have refurbed over 200 properties for this client alone and love the fact that our values of providing investors with a first class service are aligned. You never know where conversations over brekkie can take you 😉 #propertyinvestments
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SAVE THE DATE: The WEALTH IN RENTALS Virtual Conference will offer you a chance to learn our models, motivation, and more! We’re hard at work building the materials that are going to give you the rundown of the Slaughter Investing strategy from the bottom up! You’re going to want to tune in to find the exact strategies used by Michael & Leah Slaughter to curate a 40 million dollar portfolio! We’re talking about everything from the Slaughter story to the reasons to invest in North Texas to all of the skills you’re going to want to hone if you’re a prospective investor in DFW! This is an event you’re not going to want to miss, and that’s why we’re giving you THREE CHANCE to watch! Tune in Fri, May 3, Sat, May 4, OR Sun, May 5 to watch! This is a beefy presentation though, it's expected to last about 3 hours, so make sure you block off your calendar now! You’re going to want to take advantage of this opportunity because this WON’T be available for replay after it airs! REGISTRATION IS NOW OPEN, see links below! FRIDAY. MAY 3: https://lnkd.in/gAcTTEA7 SATURDAY, MAY 4: https://lnkd.in/gHSCAQvU SUNDAY, MAY 5: https://lnkd.in/gnQf82FA #RealEstate #Investing #NorthTexas #SlaughterInvesting #RealEstateInvesting #InvestmentStrategies #Conference #NetworkingOpportunity #RealEstateConference #InvestmentEducation #FinancialLiteracy #WealthBuilding #PropertyInvestment #InvestmentTips #FinancialFreedom #WealthManagement #AssetManagement #PropertyManagement #RealEstateEducation #InvestmentSeminar #FinanceConference #InvestmentInsights #MoneyMatters #InvestmentSkills #RealEstateTips #NorthTexasRealEstate #InvestmentCommunity #RealEstateProfessionals #InvestmentExperts #BusinessNetworking
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There is no single "right way" to manage investments. Some people want to be hands-on, some don't want to make any decisions and some want a balance of both. A good Advisor will help you decide and give you the pros and cons of the types of accounts available and help determine the strategy and style your comfortable with.
At Fairway, we come across three different types of investors in our day to day work!💰 👤The independent investor ✏️The DIY investor 🙌🏼The hands off investor No matter what kind of investor you are, we want to work with you! We are here to help, send us a message to get started with Fairway!
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