Joe Devine

JOIN US TODAY: Ask The Experts: Private Foundation Basics for Financial Advisors Learn the basics of private foundations with experts from Foundation Source and Wilmington Trust. http://spr.ly/6047mRDKh #wealthmanagement #trustsandestates

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Our latest Q3 financials are in. 📊 Fidelity National Financial continues to lead the title industry, demonstrating strength and resilience in an ever-evolving market. This success wouldn’t be possible without our dedicated team and loyal clients. Take a look at the highlights! #FNFFamily #CompanyFinancials #TitleInsurance

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#ERISA consultants at the Retirement Learning Center Resource Desk regularly receive calls from #financialadvisors. A recent call with a financial advisor in Massachusetts is representative of a common question on top-hat plans. Learn More: https://ow.ly/1qLB50SOaeW #RetirementPlanning

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Financial professionals at Kuma Financial Group value the guiding philosophy of open communication and serving clients across all cultural backgrounds.

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🎉 Welcome to the official Salus Financial Advisors page! We’re excited to connect with you and share insights on financial wellness. Stay tuned for tips, resources, and updates to help you on your financial journey! 🌟 #Welcome #SalusFinancialAdvisors

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Get a step-by-step guide for selecting and monitoring target date funds (TDFs) including common biases and mistakes to avoid. https://pnc.co/49l8YAi

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Take a moment to see what #BHGFinancial can do for you. Your personalized estimate is available in seconds with no impact to your credit score*: https://lnkd.in/d4mXFTxr. 

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Wondering what Commonwealth CIO, Brad McMillan, predicts for markets this month? Watch Brad’s latest Market Thoughts for June 2024 video to find out.

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🎉 Last day of National Financial Literacy Month!  Don't miss out on our Launch NY Resource Navigator - your ultimate guide to entrepreneurial success. Explore a wealth of funding opportunities and resources tailored just for you. Seize the day and empower your financial journey! 💡 #FinancialLiteracyMonth #LaunchNY #Entrepreneurship #FundingOpportunities 🚀🔍

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🚨 Mastering Alts: Onboarding & Educating Advisors at Nicsa's 2024 Asset & Wealth Management Summit! 🚨 🔗 Register today: https://lnkd.in/e6P6h5hy Join us on October 30th for "Mastering Alts: Onboarding & Educating Advisors." Explore key strategies for onboarding alternative investments and empowering advisors through specialized education. Learn proven methods to integrate alternative investments effectively into your practice, enhancing both your advisory capabilities and client outcomes. Featuring insights from: Kirsten Pickens (FS Investments) - Moderator Claire Sawyer (@UniFi by CAIA™, CAIA Association) Adam Pennacchio, CIMA (Morgan Stanley) Don’t miss this opportunity to deepen your understanding of alternative investments and drive success in your advisory practice! #NicsaSummit #AlternativeInvestments #AdvisorEducation #WealthManagement #NicsaEvents #AltsMastery

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Essex Capital offers quick bridge loan solutions to help businesses manage immediate liquidity needs and capitalize on time-sensitive opportunities: - Funding from $1M to $10M - Terms of 12-24 months, with interest-only options available - No restrictive covenants, with unlimited use of proceeds Our bridge loans are designed for businesses seeking fast access to capital without disrupting existing relationships. Let Essex Capital help you respond swiftly to new opportunities and growth. #finance #corporatefinance #lending #strategy #liquidity

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Life’s surprises can catch you off guard, but our team is ready to help you navigate any unexpected challenges. We're here to support you with last-minute events and ensure you're prepared for whatever comes your way! #FoxHillWealthManagement #FinancialPlanning #Teamwork #ClientFirst #BostonMA #estateplanning #financialadvisor #trusts #wills #taxes

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