Lauren Jones

Job satisfaction among CFP® professionals remains high — 85% report positive feelings about their work, citing compensation, job stability and work-life balance. Discover why financial planning is such a rewarding career in the CFP Board 2024 Compensation Survey, featured in this Barron's Advisor article by Kenneth Corbin: https://lnkd.in/eEQSdmug #FinancialPlanning #Research #CFPpro  

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💻 Last call to register for this free webinar: Retirement Income Planning: How Much is Enough and How to Pay Yourself In Retirement (With Live Nest Egg Calculation) 💰 . YFP Co-Founder and Director of Financial Planning, Tim Baker, CFP®, RLP®, RICP® will walk through strategies to build a retirement paycheck including doing a live nest egg calculation, savings vehicles, strategies for withdrawal, tax considerations, and how to consider social security benefits. . In this free webinar, Tim will cover: . ✔️ A live nest egg calculation ✔️ Various savings buckets and strategies for accruing investments ✔️ Considerations for withdrawal strategies and corresponding tax considerations ✔️ How social security fits into the long-term savings plan . Those who attend can enter for a chance to win a $50 Amazon gift card! . Can't make it live? No problem! Just register for the webinar and we'll send you a replay link. . ➡️ Link in comments to register!

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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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Are you committed to justice and sustainability? Do you know if your retirement savings are supporting industries that contradict your values? Join Andrew Behar, CEO of As you Sow and Kristin Hull, PhD, at 12pm PT on May 15, to learn how to align your investments with your principles, maintain or improve returns, and use your investment voice to vote for positive change. Take control of your future and build a better world starting with your retirement investments. Register for the webinar here: https://lnkd.in/gxn9v3vx #InvestingwithPurpose #PositiveChange

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It's never too early to start saving for retirement! In this week’s blog post, we'll discuss the importance of starting early, why compounding interest can work in your favor, and outline some basic financial literacy concepts that will help you get started on the right foot. Click the link below! https://lnkd.in/gwkrGdxx FinancialLiteracy #FinancialWellness #CompoundingInterest #RWMFinancialGroup

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A Process Not A Program!  The What’s Next Tailored Solutions System (WNTSS) is our approach to financial advisor coaching. Through a process tailored to each individual advisor, we help them identify and reach their next levels of success. https://lnkd.in/gGuMqQEA #solutions #financial #advisor #success

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“When advisors say their clients aren’t interested in giving, it’s usually because they’re not asking the right questions.” FinServe ambassador Richard Peck, CFP®, ChFC®, CAP® is blazing his own trail as an independent philanthropy consultant – but says charitable giving conversations are ones all financial professionals should be having. Get more of his insights in this article! https://lnkd.in/eVpmfBXE #financialservices #philanthropy #finservenetwork

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Ready to supercharge your financial strategy before the year ends? From maximizing retirement contributions to strategic charitable giving, here are seven strategies ways to help optimize your finances in 2025: https://buff.ly/3Z4TNHS #financialchecklist

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New in the "Research Minute": How are recordkeepers adapting retirement income strategies for the future? (part two) -- There is a significant burden on recordkeepers in managing the technical demands of implementing and maintaining new retirement income solutions. To address these challenges, recordkeepers are adopting strategies such as developing proprietary solutions that can serve multiple clients, forming strategic partnerships, and leveraging external technology providers. Learn more: https://lnkd.in/gvMqfBTq

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A new 2024 CFP Board survey reveals 87% of CFP® professionals are satisfied with their career choice, and 89% are happy they pursued CFP® certification. Discover more about how certification impacts professional lives and the financial planning profession here: https://lnkd.in/enGjV-PE #CFPpro #FinancialPlanning  

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In today’s uncertain economic climate, budgeting is more important than ever. CFP Board Ambassador Scott Ward, CFP®, AIF®, AIFA® discusses how zero-based budgeting and budgeting apps can empower individuals to manage their finances effectively. Discover the pros and cons of different budgeting tools and how to choose the right one for your needs in Adam Clark Estes’ Vox article: https://lnkd.in/dcJTngsu #CFPpro #FinancialPlanning  

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Did you know that while the number of retirees has skyrocketed, Social Security staffing has not kept pace? 🚨 In our latest episode of the Simply Retirement Podcast, Eric Blake, CFP® sits down with Nolan Russell, a Social Security Administration expert, to discuss the growing challenges within the Social Security system. With 20 million more retirees in the last two decades and no significant increase in staffing, getting accurate and timely information has become more difficult than ever. Don't let these challenges derail your retirement plans. Learn how to navigate the complexities, avoid common pitfalls, and ensure you receive the benefits you're entitled to. Listen here: https://bit.ly/SR_Ep32 #SimplyRetirement #Podcast #RetirementPlanning #SocialSecurity #WealthManagement #RetirementIncome #FinancialLiteracy #MaximizeYourBenefits #PlanForTheFuture #RetirementChallenges #SimplyRetirementPodcast #RetirementPodcast #WomenAndRetirement

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Lending money to family members can be fraught with emotional and financial risks. #FamilyFinance #MoneyManagement #LendingToFamily #FinancialWellness #RelationshipsAndMoney https://ow.ly/JmIh50RE2uS

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