Heather Robertson Fortner

Is Financial Mastery the Catalyst for Your Business Coaching Legacy? 🚀 Each financial decision shapes your legacy, impacting your ability to leave a meaningful mark on the world. Embrace financial mastery to build a legacy that extends far beyond the balance sheet. 📈 📖 Read our latest article here: https://lnkd.in/gHmtNUMV 🔔 Visit and follow our page: https://lnkd.in/giGGMKbD #BusinessCoaching #PeakPerformance #FinancialManagement #SustainableGrowth #Prosperity

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Is Financial Mastery the Catalyst for Your Business Coaching Legacy? 🚀 Each financial decision shapes your legacy, impacting your ability to leave a meaningful mark on the world. Embrace financial mastery to build a legacy that extends far beyond the balance sheet. 📈 📖 Read our latest article here: https://lnkd.in/gHmtNUMV 🔔 Visit and follow our page: https://lnkd.in/giGGMKbD #BusinessCoaching #PeakPerformance #FinancialManagement #SustainableGrowth #Prosperity

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As we stand on the cusp of the impending hashtag #GreatWealthTransfer—we're witnessing more than a mere change in asset distribution. 𝙒𝙤𝙢𝙚𝙣 𝙖𝙧𝙚 𝙨𝙩𝙖𝙣𝙙𝙞𝙣𝙜 𝙩𝙤 𝙞𝙣𝙝𝙚𝙧𝙞𝙩 𝙢𝙤𝙧𝙚 𝙩𝙝𝙖𝙣 60% 𝙤𝙛 𝙩𝙝𝙞𝙨 $84 𝙩𝙧𝙞𝙡𝙡𝙞𝙤𝙣 𝙬𝙞𝙣𝙙𝙛𝙖𝙡𝙡. This shift presents a special opportunity to redefine investment strategies, especially in supporting impact businesses and women-owned businesses. For Family Offices, the traditional pillars of wealth management —preservation, growth, and succession— are also experiencing a shift. Equati is at the forefront of this change. For more, click on: https://lnkd.in/gFtnWzi4

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Many defined contribution (DC) plan participants are not adequately outfitted for the long and challenging trek to retirement. Today's blog covers key financial education topics that can equip them for success>> #retirement

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😎 Do you have a plan to live the retirement of your dreams, and possibly achieve your goals faster than you thought was possible? Learn from the best practices of women wealth managers and their clients who have planned and successfully implemented the retirement of their dreams! 🎯 This book shares real-life scenarios and strategies that specifically help women determine their values and goals to guide you toward a retirement that will help you make great choices and Enjoy the Journey throughout your retirement years. Visit: ✔️ https://lnkd.in/grVy3AW2 #enjoythejourney #retirementguidewomen #womenretirement

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Is your default strategy suitable for the majority?     The “one-size-fits-all” approach rarely works in retirement planning. We help DC trustees design default strategies that reflect the majority of members' preferences—whether it’s income stability, legacy, or flexibility. Let’s rethink how we define “better” outcomes. #Trustees #RetirementPlanning #PensionStrategies #MemberOutcomes

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Financial stability is the gateway to a better life and greater freedom, but all too often, women find themselves struggling under the pressures of financial stress. Join us tomorrow for an insightful conversation on how financial stress impacts women—and learn how to overcome it! Together, we’ll unpack practical tips on how to manage financial pressures and start building habits to empower successful financial futures. Lunch provided for all attendees, so RSVP to join! Details at https://hubs.la/Q02Q-CRl0

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Women’s Commercial Financial Forum gets new partners and leadership For more insights and news updates follow us! #WCFF #WomenInFinance #CommercialFinance #Leadership #WomenInBusiness

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When there is a mix of substantial wealth and financial complexity, the siloed worlds of financial advisors and accountants can become a significant challenge. Learn more. https://lnkd.in/eWGZTa8A #financialplanning #wealthmanagement #palmerstongroup

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In this episode of What The Finance, Ali Swart, CFP®, MBA unpacks the differences between saving and investing for children through Custodial Accounts (UTMA) versus trusts. Ali addresses common questions and concerns, providing insights to help parents make informed decisions about their children’s financial futures. https://lnkd.in/e4bqbTrD

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Women are taking the lead in retirement planning, seeking more advisor support. Despite obstacles like underemployment and pay gaps, studies reveal their proactive approach and enthusiasm for learning surpasses that of men. Next Chapter #RetirementPlanning #FinancialEmpowerment

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We are excited to be featured in this insightful article discussing the emotional side of finance and our expertise in ERISA law. Check out the article to learn more about how we're navigating this crucial aspect of retirement planning! https://lnkd.in/eutYN9_R #ERISA #FinanceEmotions #EmployeeBenefits #BoutwellFay

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