Grant Ellis, AIF®, CPFA®

𝐇𝐚𝐩𝐩𝐲 𝐍𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝟓𝟐𝟗 𝐂𝐨𝐥𝐥𝐞𝐠𝐞 𝐒𝐚𝐯𝐢𝐧𝐠𝐬 𝐀𝐰𝐚𝐫𝐞𝐧𝐞𝐬𝐬 𝐃𝐚𝐲! We've shared a lot of information recently on what a 529 Education Savings Plan is and its many benefits. But did you know that 529 plans can also be a viable wealth transfer tool for donors with tax-saving strategies? Find Out More Here: https://lnkd.in/gCJWFQTJ - NorthShore Financial Strategies, Chattanooga Financial Advisors #529Plan #529CollegeSavings #529EducationSavings #College #PrivateSchool #WealthTransfer #Chattanooga #FinancialAdvisor #FinancialPlanner #WealthAdvisor #Divorce

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Reserve investments are a crucial aspect of financial planning for community associations. Our latest blog post offers board members valuable guidance on investment options and implementing a strategy that leads to financial stability. https://fnbo.co/3KyTihf #FNBOInsights #ReserveFunds #CommunityAssociations

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🚨 ICYMI: "Living Richly with Curo" dropped a new podcast episode on Friday: “Managing Your Credit” 🎥 Anne McCabe, CFP®, CRPC® and Atricia J. Roberts, CFP® dove deep into managing credit effectively. Key takeaways include: monitoring your credit report, maintaining low credit utilization, and setting up a credit freeze for added security—and more! 💳 Please give it a watch/listen, share with your friends, give us a like 👍 + 5 ⭐s, and let us know what you think! ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card! Check out the links in the comments below ⬇️ #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance

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In this Cache piece, Adam Nash answers all your questions surrounding #donoradvisedfunds including: ▪️ What is a donor-advised fund? ▪️ How do DAFs work? ▪️ What are the benefits of a DAF? ▪️ Is a DAF right for you? https://lnkd.in/ez8Wgh5w #DonorAdvisedFund #Investor #Investing

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If you serve as a trustee of an institutional investment plan, these five quotes may help guide your decisions for the benefit of those who depend on your stewardship. https://buff.ly/3Vt85jO

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Ready to invest your organization’s cash assets, but don’t know where to start?    Step one for any nonprofit or association leader is to clearly understand your organization’s risk profile. Your risk tolerance may be different than other members of the executive staff and Board members. The worst time to find that out is when there’s a market pullback. Suddenly everyone has different performance expectations and wants to react differently. Undisciplined moves can have a serious negative impact on performance.    So how do you avoid that mess by establishing common expectations and ensuring you can remain disciplined with your investment strategy?    Assess your organization’s ability and willingness to take risk with its cash assets by:    1️⃣ Reviewing your financials - look at sources of revenue, reliability of income streams and time horizons to determine your ability to take on risk    2️⃣ Discussing current and future operating expectations with volunteers - understand what cash you need on hand based on current and forecasted cash flow and operating expenses    3️⃣ Conducting a risk tolerance survey with members of the Finance Committee / Board - give everyone an equal say and balance out any louder voices or strong opinions that could dominate the decision-making process    ——  ✉️ Let me know what other nonprofit investing topics I should cover.  📣 Share if you found this helpful.  🔔 Follow me for more insights on investing for nonprofits and associations. #investmentstrategy #nonprofits #investmentmanagement

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Take charge of your financial future during your career transition! Our Financial Planning Workshop will equip you with strategies to manage your finances with confidence. Led by Treasa Moran, a Financial Advisor with Anchor Point Wealth Advisors LLC, this workshop is designed to address the unique financial challenges faced during career transitions. What You’ll Learn: ✅ Psychology of Money: Understand how emotions influence your financial decisions and learn techniques to keep your emotions in check during challenging times. ✅ Debt Management: Explore effective strategies for dealing with debt and navigating reduced income. ✅ Actionable Steps: Leave the session with clear action steps to build your confidence and reduce financial anxiety. Treasa has extensive experience helping individuals tackle diverse financial concerns related to job transitions, from budgeting and emergency spending plans to investment decisions and negotiating severance packages. 📅 When: November 14, 2024 🕦 Time: 11:30 AM - 1:00 PM CST 💻 Where: Virtual (Zoom link sent after registration) 📋 Registration: Open to the public Don’t let financial uncertainty hold you back. 👉🏻 Register today to secure your spot and start your journey toward financial empowerment https://lnkd.in/gd2FDUUm #FinancialPlanning #CareerTransition #MoneyManagement #JobSearchSupport #FinancialAdvisor #Empowerment #ConfidenceBuilding

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Take charge of your financial future during your career transition! Our Financial Planning Workshop will equip you with strategies to manage your finances with confidence. Led by Treasa Moran, a Financial Advisor with Anchor Point Wealth Advisors LLC, this workshop is designed to address the unique financial challenges faced during career transitions. What You’ll Learn: ✅ Psychology of Money: Understand how emotions influence your financial decisions and learn techniques to keep your emotions in check during challenging times. ✅ Debt Management: Explore effective strategies for dealing with debt and navigating reduced income. ✅ Actionable Steps: Leave the session with clear action steps to build your confidence and reduce financial anxiety. Treasa has extensive experience helping individuals tackle diverse financial concerns related to job transitions, from budgeting and emergency spending plans to investment decisions and negotiating severance packages. 📅 When: November 14, 2024 🕦 Time: 11:30 AM - 1:00 PM CST 💻 Where: Virtual (Zoom link sent after registration) 📋 Registration: Open to the public Don’t let financial uncertainty hold you back. 👉🏻 Register today to secure your spot and start your journey toward financial empowerment https://lnkd.in/gd2FDUUm #FinancialPlanning #CareerTransition #MoneyManagement #JobSearchSupport #FinancialAdvisor #Empowerment #ConfidenceBuilding

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Take charge of your financial future during your career transition! Our Financial Planning Workshop will equip you with strategies to manage your finances with confidence. Led by Treasa Moran, a Financial Advisor with Anchor Point Wealth Advisors LLC, this workshop is designed to address the unique financial challenges faced during career transitions. What You’ll Learn: ✅ Psychology of Money: Understand how emotions influence your financial decisions and learn techniques to keep your emotions in check during challenging times. ✅ Debt Management: Explore effective strategies for dealing with debt and navigating reduced income. ✅ Actionable Steps: Leave the session with clear action steps to build your confidence and reduce financial anxiety. Treasa has extensive experience helping individuals tackle diverse financial concerns related to job transitions, from budgeting and emergency spending plans to investment decisions and negotiating severance packages. 📅 When: November 14, 2024 🕦 Time: 11:30 AM - 1:00 PM CST 💻 Where: Virtual (Zoom link sent after registration) 📋 Registration: Open to the public Don’t let financial uncertainty hold you back. 👉🏻 Register today to secure your spot and start your journey toward financial empowerment https://lnkd.in/gd2FDUUm #FinancialPlanning #CareerTransition #MoneyManagement #JobSearchSupport #FinancialAdvisor #Empowerment #ConfidenceBuilding

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It’s something we hear from aspiring CFP® professionals all the time: How can you earn all the required experience hours to get your CFP® certification if you can’t get a financial planning job before you have your certification? It seems like a catch-22, and we know how frustrating it can be to look at entry-level job ads only to see a requirement for years of experience. How does that work? It’s important to remember that “experience” isn’t limited to paid work as a financial planner. There are many ways to earn relevant experience, such as volunteering. But let’s also look at the bigger picture. How can financial planning firms make it easier for aspiring planners to earn relevant experience? What can we do as financial professionals to create a welcoming environment for the next generation of planners? This is a complex topic, and there are many different viewpoints. What are your thoughts? Do you have tips on earning experience hours or ideas about how to make this career more accessible for new planners? Share your thoughts below!

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📌Looking to optimize your clients' retirement savings for long-term tax efficiency? Join us for a FREE webinar next week. Presented by Michael Finke, PhD, CFPB, the Frank M Engle Chair of Economic Security and Director of the Wealth Management Certified Professional Program. In this webinar, you'll learn: How to leverage tax-advantaged accounts for maximum benefit. Strategies for minimizing the tax impact on investment growth. Techniques for tax-efficient portfolio rebalancing. Register today and secure your spot! #Webinar #RetirementPlanning #TaxPlanning #FinancialAdvisor #MutualReverse

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#NationalNonprofitDay is a great time to think about how charitable giving can strengthen your overall financial strategy. Read more about how you can give back, today and any day: https://bit.ly/3WrZn4E

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