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Lex get you funded before the busy holiday season to help relieve your stress Lexington Capital Holdings

Dive into the complexities of case valuation with John Romano at TLU Live on June 6 in Huntington Beach, as he discusses "Navigating the Minefields of Valuing Cases." Gain crucial insights on how to assess the true value of your cases and steer them to successful outcomes. #CaseValuation #LegalStrategies #TLULive #HuntingtonBeachEvent

Shared some insights and advice on Wills, trusts, nominations and other topics connected with estate planning. All in a great chat hosted by Kunal Moktan, CEO of PropShare Capital. Please share with those who might find this useful. Thanks! https://lnkd.in/dkqv_JT5 #estateplanning #Wills #privateclient

John “Mac” McQuown had a vision for a new type of investing based on data and academic evidence. It sparked a revolution that enabled millions of people around the world to invest with confidence, and to retire earlier and with rather more money to spend than they otherwise would. As Index Fund Advisors founder Mark Hebner explains, “Mac” McQuown was a man of many talents — financial engineer, entrepreneur, environmentalist, farmer and wine producer — who made everyone he met feel important. https://lnkd.in/e-DDjYmq #Investing #EvidenceInvesting #IndexFunds #Finance Disclosures below 👇

The first step to building wealth is learning to speak the language of possibility. ~Linsey Mills #wealthbuilding #wealthmanagement #wealthcreation #wealthmindset #possibilitiesareendless Follow #currencyofconversations #callinzgroup #simplyoutrageous

🎙️Tune in as Joe LaFleur sits down with Matthew Jehs, the managing director of Tuttle-Armfield-Wagner Appraisal & Research, for an enlightening discussion on appraisals. Matthew shares his expert insights on the appraisal process and offers great tips every investor should know before going into an appraisal. 🏘️💡 Watch the full discussion here: https://bit.ly/4aOYxVd #realestateinsights #appraisaltips #investortips

Ron "Omani" Carson (he/him), founder and CEO of Carson Group, a $35.5 billion wealth manager, is stepping down and will become chairman. He will remain the majority owner of the firm. Chief Strategy Officer Burt White will become CEO. Carson has been a high-profile advisor in the wealth management industry for a long time and his namesake firm is among the most successful. There have been countless stories about them, but I wanted to write one about what shaped Carson as a person and the demanding, charismatic leader he is, and how he continues to evolve himself. Here's that profile from 2022: https://lnkd.in/eSWSRmZp #wealthmanagement #assetmanagement #investing

Ever wondered how to get started in real estate investing? Our latest episode with Brandon and Amanda provides great insights as they walk us through their first BRRRR deal. They also share how they balanced family, their individual careers, and a major renovation to kickstart their real estate portfolio. https://lnkd.in/e3C9Hukw

I am shocked by how many #finanicaladvisors don't have a succession plan. There are so many resources to help you. If you don't know where to start or if you have questions, reach out. I am happy to assist. #successionplan #financialplanner

🎉 Ahead of #FathersDay, we sat down with George Vlahos, CFP®, founder of Chrono Wealth Management, to discuss the importance of father figures in our lives. 🌱 Inspired by his father, George entered the financial advisory industry. In 2022, he founded Chrono Wealth Management, a BC-based firm focused on #financialsecurity planning. 🌟 Read more about how father figures have left lasting impacts in George's personal and professional journey here: bit.ly/45oBU8l #advisor #wealthmanagement