Post de Association canadienne des traversiers

🏌️The 1st Finance Industry Golf tournament hosted by CFA Society San Diego, Financial Planning Association (FPA) and NIRI: The Association for Investor Relations kicked off yesterday, and Andrew Jackson and I were in it to win it.....⛳ #esginvesting #investorrelations #financialplanning #responsibleinvesting

CT UK High Income board praises 'sensible and pragmatic' manager as trust posts outperformance. The CT UK High Income (CHI) trust has posted positive performance for the year to 31 March 2024, with net asset value and share price total return up 11.8% and 10.2%, respectively. Check out Cristian Angeloni's latest article 👇 https://incm.pub/453DAEa #investing #assetmanagement #wealthmanagement #finance

We are honored to be recognized as one of America’s Top RIAs by Financial Advisor Magazine!! 🏅 #rosecapitadvisors #motivationmonday #financialadvisor #FAmagazine #registeredinvestmentadvisor #topria #2023 #wealthmanagement #miamibeach #industryrecognition #cantstopwontstop #privatewealthmanagement

You know what time it is. It's #TestimonialTuesday, and today we're highlighting Marcus Anderson CFP® CIMA® AIF® in North Carolina ⭐️ To find out what our clients are saying about us, visit our client testimonials page: https://ow.ly/Moot50PkCE4 #ClientTestimonials #FinancialAdvisorSuccess #FinancialPlanning #ClientSatisfaction #WealthManagement #FinancialGoals #ProfessionalAdvisors

Taking the CFP Board practice exam is the closest thing to taking the actual exam. You can learn more on how to access and use this resource by joining us this Thursday, Feb. 8, at 2:00 p.m. ET for “Study Tip: Using Your CFP Board Practice Exam.” Register today: https://lnkd.in/eHwqEbqN  #CFPpro #CFPexam #FinancialPlanning 

Our partner Omonike Robinson-Pickering, and associates Akeem Robinson and Vivian Kwan discuss the need for a BVI Grant of Representation.   They explain that high net worth individuals commonly hold their wealth via shares in BVI business companies and what that looks like in the event of an individuals' death.   Read the full article, here: https://lnkd.in/gfgsWvPy

Highlights from our Lunch & Learn held on April 9th, sponsored by Troy Wada of Inpac Wealth Services. The lunch at Morton's Steakhouse 🥩 , was just as informative🧠 as it was delicious! The following topics were covered: -Replacing existing debt on real estate and avoiding having to get higher interest rate debt on your replacement property when doing a 1031 exchange. - What to do with inherited real estate when family members don't want to continue to be in business together. -Understanding Depreciation & how it can reduce your taxes? What to do when you've run out of depreciation on your real estate asset. Follow us for more information and to sign up for our next Lunch & Learn event 👍 #CCIM #CCIMHawaii #CommercialRealEstate #RealEstate #InvestmentProperty #CRE #RealEstateInvesting #PropertyManagement #CommercialProperty #CommercialBroker #InvestmentOpportunity #RealEstateDevelopment #CommercialLeasing #CCIMDesignation #RealEstateDeals #CommercialInvestment #PropertyPortfolio #RealEstateNetworking #CommercialRealtor #CCIMCourses #RealEstateEducation #RealEstateTraining #CareerAdvancement #NetworkingSuccess #CCIMCommunity

Please join us on April 11th at 12.30 for what will no doubt be a fantastic discussion on the Future of Commercial Real Estate in 2024 with Reddy Charlton's Roisin Bennett, Lisney Ireland's James Nugent and RBK Chartered Accountants's John Moore. Registration for this event can be completed using the link below. #realestate #law #irishlaw #accountancy #commercialrealestate #commercialproperty #event

The CFE Review is back with the first newsletter of 2024. Check it out to hear from Anderson alumnus W. Blake Pappas on how his career combines his diverse interests, find out what current senior Jaelyn Grimm loves about the financial services industry, and learn what students have to say about the opportunity to attend the Kingdom Advisors conference this past week. #financecareers #KingdomAdvisors #RedeemingMoneyKA

And that’s a wrap! We had a great time at the Financial Advice Association Australia (FAAA) Congress! Congratulations to all the finalists and winners last night! Thanks IMAP - Institute of Managed Account Professionals for hosting us! If you missed us, feel free to send a DM to either myself or Durand O.. We would love to learn about what you do and see if we could be a good fit for your strategy! #Milliman #FinancialPlanning #ManagedAccounts #RiskManagement