Sreenivasa (Reddy) Vangala

With term life insurance, you get the most bang for your buck and ensure your loved ones are financially protected during critical life stages. #SmartInvestment #FamilyFirst 💲👍 https://lnkd.in/gVq3U4r2

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Thinking about your financial future can be daunting, especially if retirement is approaching. Our own senior vice president and client advisor Laura K. McHugh, CFP® recently shared her insights with Mainebiz on how to navigate it with confidence. Check out the story here:

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🎉 We can't wait to learn, network, and get inspired by our partners, colleagues, and peers at the #LPLFocus conference in San Diego from August 11 to 14. 💡 Come by Booth #827 to learn about the latest eMoney updates. LPL Financial - Research LPL Financial #financialplanningsoftware #financialplanning

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Explore how U.S. treasury rates, credit spreads and equities are impacting corporate defined benefit plans in the latest Pension Market Review. https://pnc.co/48qpfU8

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Asset allocation, fundraising, distribution strategy and more were covered in NACUBO’s Study of Endowments. See a summary of results and 3 takeaways. https://pnc.co/3WKRoB6

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Going to events solo can be a blast, but the financial industry is checking "yes" to plus ones from now on, with T+1 effective as of May 28, 2024. Learn more from Fidelity about the shortened settlement cycle and its impact on your benefit plans. https://lnkd.in/e4aCsjC3

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Unlock your potential with MDRT member Deepak Agrawal's proven strategies for excellence. Learn more about the four strategies that have been instrumental in Agrawal's journey to deliver outstanding client service and stay at the top of his game.

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Looking to learn about direct indexing this year at #SchwabIMPACT? We'll be discussing developments in the direct indexing market and preview what’s happening with direct indexing at Schwab in this session — register here: https://bit.ly/4fFMw6E

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Advisors are being asked to go beyond the Triple Fs as convergence continues to gain traction. By Fred Barstein for WealthManagement.com

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Through a non-traditional lens, PNC’s Corporate Healthcare Index examines industry performance and trends across the entire healthcare ecosystem. https://pnc.co/3NgLu50

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Explore trends shaping the PE landscape! From portfolio value creation to secondary liquidity. Discover strategies for navigating today’s market. https://pnc.co/4aVSZYQ

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With 2025 fast approaching, we at Arbor wanted to share this great article from Fidelity outlining six important year-end financial moves to help you maximize savings, optimize taxes, and set a strong foundation for the new year.

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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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How well do you know your insurance needs? Things in life can change. How you help protect your assets should change too. https://pnc.co/3AJIOde

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Explore how U.S. treasury rates, credit spreads and equities are impacting corporate defined benefit plans in the latest Pension Market Review. https://pnc.co/4b4a42L

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This upcoming webinar will cover FX cash flow hedging and how companies can protect themselves against the impacts of currency volatility. https://pnc.co/3wSUfOd

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Are you considering taking Social Security at age 62? While it may seem tempting, there are important factors to weigh before making a decision. Check out this article that dives into the pros and cons of early retirement benefits to help you make an informed choice!

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