Brian Portnoy, CFA’s Post

💡This year's eMoney Summit offers something for everyone! You'll dive into different focus areas with sessions ranging from beginner to advanced. Don't miss the main stage sessions, from the eMoney Product Vision and Roadmap to Planning Better Together: Research and Insights, they’ll offer exclusive updates and valuable strategies to elevate your financial planning. 😊 See you on October 21! #eMoneySummit24 #financialplanning #financialplanningsoftware Susan McKenna | Tom Sullivan | Chad Porche | Ricky Illigasch | Matthew Schulte, CLU®, ChFC®, CFP® | Emily Koochel, PhD, AFC®,CFT™

Calling All Agents from All Brokerages - Master Your Wealth Journey! Are you ready to take charge of your financial future and build lasting wealth? This September, the Investor Club is hosting an exclusive event, "Roadmap to Wealth: Critical Steps for Your Wealth Journey," designed to guide you through key strategies for financial success and passive income generation! 🗓️ Date/Time: Thursday, September 19th from 10:00am - 11:30am 📍 Venue: Keller Williams Southlake, DFW Training Room, 2106 E State Hwy 114, Suite 101, Southlake, TX 76092 ✔️ RSVP HERE: https://lnkd.in/g8hSc64N In today's financial landscape, staying ahead with the right strategies and mindset is essential. This event will equip you with the tools needed to confidently navigate your wealth-building journey. What to Expect: ✅ Learn essential techniques for Personal Financial Tracking to monitor and grow your wealth. ✅ Shift your focus with Wealth Mindsets to transform your approach. ✅ Discover the Four Conditions of Money to understand your financial environment. ✅ Distinguish between Risk vs. Noise in Investments to make informed decisions. ✅ Build your Wealth GPS and map out a clear path to achieve your financial goals. Don't miss this unique opportunity to level up your financial knowledge and connect with like-minded individuals! RSVP today and secure your spot at the Investor Club's "Roadmap to Wealth" event. ✔️ RSVP HERE: https://lnkd.in/g8hSc64N Your future self will thank you. See you on September 19th! 🌟 #InvestorClub #WealthJourney #FinancialFreedom #RealEstateInvesting #KWDFW #NetworkingOpportunity #WealthBuilding

Calling All Agents from All Brokerages - Master Your Wealth Journey! Are you ready to take charge of your financial future and build lasting wealth? This September, the Investor Club is hosting an exclusive event, "Roadmap to Wealth: Critical Steps for Your Wealth Journey," designed to guide you through key strategies for financial success and passive income generation! 🗓️ Date/Time: Thursday, September 19th from 10:00am - 11:30am 📍 Venue: Keller Williams Southlake, DFW Training Room, 2106 E State Hwy 114, Suite 101, Southlake, TX 76092 ✔️ RSVP HERE: https://lnkd.in/g8hSc64N In today's financial landscape, staying ahead with the right strategies and mindset is essential. This event will equip you with the tools needed to confidently navigate your wealth-building journey. What to Expect: ✅ Learn essential techniques for Personal Financial Tracking to monitor and grow your wealth. ✅ Shift your focus with Wealth Mindsets to transform your approach. ✅ Discover the Four Conditions of Money to understand your financial environment. ✅ Distinguish between Risk vs. Noise in Investments to make informed decisions. ✅ Build your Wealth GPS and map out a clear path to achieve your financial goals. Don't miss this unique opportunity to level up your financial knowledge and connect with like-minded individuals! RSVP today and secure your spot at the Investor Club's "Roadmap to Wealth" event. ✔️ RSVP HERE: https://lnkd.in/g8hSc64N Your future self will thank you. See you on September 19th! 🌟 #InvestorClub #WealthJourney #FinancialFreedom #RealEstateInvesting #KWDFW #NetworkingOpportunity #WealthBuilding

We’re less than a week away from the premier innovation, strategy and growth event for bank and credit union executives. If you’re joining us and the 2,500+ attendees in Vegas for The Financial Brand Forum, don’t miss our two exciting sessions: - Adam Stockton’s “Deposit Growth & Retention Strategies in a Falling Rate Environment” May 21 at 9:30 a.m. PST - Sarah Welch’s “Amplero: AI-Powered Personalization” May 22 at 2:00 p.m. PST Learn more: https://hubs.li/Q02tZmwD0