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I help small businesses, family offices, and families chart a path for multi-generational…
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Matthew Sweat reposted thisAn enormous generational wealth transfer is underway. The financial advisors who prepare should benefit, but those who don’t could see the value of their business decline. Check out 5 ways advisors can add next-gen clients, grow assets!
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Matthew Sweat shared thisMatthew Sweat shared thisEvery client is different, so your approach their individual plans should be too. Join us for a live webinar where Wade D. Pfau, PhD, will share his insights on the identifying clients' retirement styles.Welcome! You are invited to join a webinar: How Can Identifying Clients’ Retirement-Income Style Add Value to Your Practice? Wade Pfau, PhD, Live on Pacific Life WhaleCast. After registering, you will receive a confirmation email about joining the webinar.Welcome! You are invited to join a webinar: How Can Identifying Clients’ Retirement-Income Style Add Value to Your Practice? Wade Pfau, PhD, Live on Pacific Life WhaleCast. After registering, you will receive a confirmation email about joining the webinar.
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Matthew Sweat shared thisMatthew Sweat shared this80% of the NFL athletes we insure purchase disability insurance coverage during the months of July and August. With players heading into training programs, mini-camps, and OTAs (Organized Team Activities), there is a keen focus on protecting their incomes prior to getting back into the gym or onto the field. Check out our latest blog post below! #DIforAthletes #futureincomeprotection #lloydsoflondon https://hubs.ly/Q01TtMz00
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Matthew Sweat shared thisGood article Shannon!Matthew Sweat shared thisMyths are an interesting mix of a little fact and a lot of fiction — they’re often a way to validate long-held beliefs, regardless of their accuracy. One of the myths surrounding disability income insurance is that many people think their employer-provided group disability insurance is enough — until it’s too late. #disabilityawarenessmonth
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Matthew Sweat shared thisThanks Sarah!Matthew Sweat shared thisDid you know that Social Security does not honor Power of Attorney documents? They have their own system under the Representative Payee program, and now you can designate your "Rep Payee" in advance. You can find out how on their website. https://lnkd.in/dZ2nQ_h
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Matthew Sweat shared thisMatthew Sweat shared thisWhile a 401(k) and a Non-qualified Deferred Compensation Plan have many similarities, important tax, financial and operational differences exist. This pdf showcases the plans side-by-side comparing their impact from both a company and participant perspective. https://lnkd.in/efjE8DK
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Matthew Sweat shared thisMatthew Sweat shared thisWhy utilize a Supplemental Executive Retirement Plan? https://lnkd.in/g-qKJGK #retirementplanning #executivepay #retirementbenefits #retirementsavings #retirementincomestrategies #clevelmanagement #clevelleadership #recruit #retain #reward #retire #SERP #executivemanagement #cfos
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Matthew Sweat shared thisMatthew Sweat shared this"What you need to know about how proposed #401k laws could give annuities a larger role." —American Council of Life Insurers - ACLI via The Wall Street Journal
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Matthew Sweat shared thisMatthew Sweat shared thisLife Insurance Advisors: Here is a cautionary tale for those who inadvertently neglect to offer key person disability coverage when providing key person insurance, read our latest case study: https://hubs.ly/H0d48x50
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Matthew Sweat liked thisMatthew Sweat liked thisToday was a great day! Two great banks - Pinnacle Bank and Morris Bank - officially join forces to create a new brand anchored in our employees, customers and the communities we serve. A Stronger Tomorrow Starts Today! #VallantBank #VallantFinancial #StrongerTogether #VLNTVallant Financial Completes Merger to Create Leading Georgia Community BankVallant Financial Completes Merger to Create Leading Georgia Community Bank
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Matthew Sweat liked thisMatthew Sweat liked thisI’m pleased to share that I have joined Atlantic Radiology Associates as Chief Development Officer. It is an honor to join a radiologist-led team grounded in clinical excellence and integrity, shaped by thoughtful innovation, and committed to a clear vision for strategic expansion of sustainable partnerships.
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Matthew Sweat liked thisMatthew Sweat liked thisI missed the Atlanta Bar Association Estate Planning & Probate Section breakfast featuring Brian Deutsch's presentation on How (and Why) to Avoid Guardianships and Conservatorships, but am grateful for Mortmain editor Allison Byrd's summary. I am always interested in the practical ways we can help families avoid disputes (and the resulting headaches and heartaches) and wanted to share the recap of Brian's comment that the majority are a result of a lack of communication among family members, and that improving communication and even bringing wealth advisors into the conversation can be key to success. Also grateful for the opportunity to help our BIP Wealth families accomplish this. #cantwealljustgetalong #letsgettalking
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Matthew Sweat liked thisGreat partnership! Great things are happening 💙🧡Matthew Sweat liked thisThank you to everyone who joined us for the ribbon-cutting ceremony for Memorial Health Meadows Physicians | Surgical Care satellite clinic in Reidsville. Our leading-edge surgical services include minimally invasive techniques, including robotic-assisted and laparoscopic procedures. Together, we are making strides to keep care close to home. To learn more, visit: https://bit.ly/3YoZHUv
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Matthew Sweat liked thisThank you Rodrigo Visbal. The Homrich Berg team enjoyed the opportunity to spend time with old friends and new from Georgia Banking Company and Windham Brannon. Thank you to Holly S. and Donna Caruso for being the catalysts for the event!Matthew Sweat liked thisGreat times at our office mixer last week with our friends from Homrich Berg and Georgia Banking Company! With many High Net Worth and Real Estste clients in common, our team at Windham Brannon provides best-in-class tax strategy, accounting, and consulting services🌟 #Teamwork #Atlanta
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Matthew Sweat liked thisMatthew Sweat liked thisExceedingly proud of my daughter Eliza who made the spring 2024 Honor Roll at Rhodes College with a 4.0 GPA. She is now spending the summer as a TA at the Phillips Academy Andover.Eliza Fleming Named to Rhodes College's Spring 2024 Honor RollEliza Fleming Named to Rhodes College's Spring 2024 Honor Roll
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Seeds
What do clients really want from their financial advisor? Adam D. Koós, CFP®, CMT, CFTe, CEPA has some thoughts 👇 Catch the full conversation with Kelsey McKenna and Zachary Conway Conway here: YouTube: https://hubs.ly/Q03Lc3RT0 Spotify: https://hubs.ly/Q03Lc3R30 Apple Podcasts: https://hubs.ly/Q03Lc8vj0
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National Association of Plan Advisors
The Retirement Planning Group (TRPG), Cetera Financial Group's employee-based RIA headquartered in Leawood, Kan., announced that it has successfully closed the acquisition of HMC Partners. Learn more:https://lnkd.in/eUhfMiya ✍️ Ted Godbout #RetirementPlanning #MergersAndAcquisitions #FinancialAdvisors
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