American Retirement Association’s Post

To celebrate LM’s 20-year anniversary, a series of videos has been developed to outline aspects of the LM mission. LM’s six goals are: • Goal 1: Protect human health and the environment. • Goal 2: Preserve, protect, and share records and information. • Goal 3: Safeguard former contractor workers’ retirement benefits. • Goal 4: Sustainably manage and optimize the use of land and assets. • Goal 5: Sustain management excellence. • Goal 6: Engage the public, governments, and interested parties. LM’s six-month campaign to celebrate the anniversary began in October and a video will be released in each of the six months to highlight LM’s six goals. Today’s video explains LM’s sixth goal to engage the public, governments, and interested parties. https://bit.ly/48WLpvO #LMat20 #LM20Years

𝗕𝗲𝗶𝗻𝗴 “𝗳𝘂𝗹𝗹𝘆 𝘃𝗲𝘀𝘁𝗲𝗱” 𝗶𝘀 𝗮𝗻 𝗵𝗼𝗻𝗼𝗿 𝘄𝗲 𝗹𝗶𝗸𝗲 𝘁𝗼 𝗰𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗲! During our all-employee meetings this year, vests were handed out to everyone who has worked at Sargent for six years, meaning each of them has full ownership rights to their Sargent ESOP shares. Sargent employee-owners know that being “fully vested” is about more than just having access to their share of the company’s success when they retire, it’s about knowing that every time they contribute to a win in the field or invest in their fellow employee-owners through mentorship, they’re actively contributing to the success of the company and the retirement funds of their fellow employee-owners. “If someone comes to work in this company, and they put in decades of hard work, they ought to be able to retire with a surplus of dignity.” – Herb Sargent, CEO 𝗖𝗼𝗻𝗴𝗿𝗮𝘁𝘂𝗹𝗮𝘁𝗶𝗼𝗻𝘀 to Aaron Marable, Brian Fanjoy, Calvin Smith, Casey Flynn, Dana Merrill, Jakob Erskine, Jennifer Gallant, John Madigan, Justin Day, Keith Edgecomb, Nathan Clement, Nicholas Colomy, Nick Stiles, Richard Woodward Jr., Samuel Millett, and Tasha Gardner! #fullyvested #employeeownership #ESOP #celebration #vested #sargent

Thoroughly enjoyed this conversation - and great questions asked throughout. If you wanted to get an understanding of how to get started investing or boost your savings, here’s a great place to start!

Please join us for the third and final 1-hour session of our dynamic panel discussion series, designed specifically to empower and guide aspiring and new female practice owners. In this last session next week, we're shedding light on a crucial aspect: viewing your practice as an asset for retirement. We'll dive deep into strategies for taking breaks, such as sabbaticals or family leave, while also providing invaluable guidance on retirement planning and strategies for long-term financial security. Our esteemed speakers include Romel Roopchand, Mansee Patel, and Myself from TD Business Banking, alongside Nicole Ewing from TD Wealth. Dr Marie Holowaychuk will be moderating this session, which promises to be both enlightening and empowering. June 5th, 2024 at 12-1 PM EDT via Zoom (session recorded for those who register and cannot attend live) Register Here: http://spr.ly/6043eWHFv If you have missed either of the previous two sessions, you can watch them here: Building or Buying a Practice: Where do I begin? http://spr.ly/6041eWHFN Owning a Practice: How do I thrive? http://spr.ly/6043eWHFf #VeterinaryVenture #VeterinaryMedicine #PracticeOwnership #RetirementPlanning #RevivingVetMed #VeterinaryWellbeing

Ready to retire from the daily grind? Don't just stop working, start living with Kai-Zen. Let us help you transition into a life of purpose and fulfillment. Contact us today to discover your next chapter! #RetirementPlanning #FinancialSecurity #RetirementRisks #FinancialPlanning #SecureFuture #WealthManagement #RetirementGoals #FinancialFreedom

Love this 😄 Let us bring in our expertise to support and complement your efforts to run and grow your business. Retirement - Benefits - Investments Juan Carlos Barcena, MBA #financialadvisors #businessresources #retirementplans #groupbenefits #investing #husbandandwifeteam

Continuing-Care Retirement Communities can be a fantastic option for retirees. They have #independentliving #assistedliving and #skillednursing facilities all within the same campus, plus the assurance to provide #longtermcare services as long as the person is alive- even if they run out of money. While this seems like an ideal solution for both couples and singles- there can be a significant risk if the community runs into fiscal problems. This is a fantastic article from Joanne Cleaver for the The Wall Street Journal talking about risks as well as detailed #duediligence families can do prior to entering into an agreement. #financialplanning #aging #retirement

The U.S. Department of Labor is hosting a free webinar on Thursday, April 25 at 12:00 pm MST, "Women Small Business Owners: Improving Your Financial Security." If you're a woman running a small business, you know that it can be both empowering and challenging. You have to make many decisions related to your business and its finances – but you still can’t forget your own financial health. Working to grow and manage your business and planning for your personal financial future is important to meet your financial goals but presents challenges. The good news is that help is available!   The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA), joined by the Internal Revenue Service, the U.S. Small Business Administration’s Office of Women’s Business Ownership, and America Saves, is hosting a free webinar to help women small business owners improve your financial security with information on:   ➡ Key considerations for women small business owners and resources available to help ➡ Retirement savings options available for small businesses and how to get started after choosing a plan ➡ Tax advantages of different retirement saving options and how they can benefit both you and your employees ➡ How to encourage your employees to save in your retirement plan To learn more and register for the seminar, visit https://bit.ly/4aimowr. Montana Department of Labor & Industry Montana Small Business Development Center Network Montana Community Foundation - Montana Women's Foundation, Montana SBDC, Rocky Mountain Women's Business Center , Prospera

Ready to retire from the daily grind? Don't just stop working, start living with Kai-Zen. Let us help you transition into a life of purpose and fulfillment. Contact us today to discover your next chapter! #RetirementPlanning #FinancialSecurity #RetirementRisks #FinancialPlanning #SecureFuture #WealthManagement #RetirementGoals #FinancialFreedom

With retirees in the U.S. living longer than ever, here are some tips to make the most of your golden years.