Jason B.

It’s crucial to understand your clients’ financial goals and needs, as well as share your strategies for staying aligned for long-term success. Reflect on how you can better serve your clients with our upcoming webinar: http://spr.ly/6041UilOv

13

https://lnkd.in/e7v2wuY2 Increase your clients’ accumulation power with a Legacy fixed indexed annuity that’s free from built-in fees but includes the option to buy higher caps and participation rates for upgraded earnings potential. Get the full details using the link above! #accumulation #fixedindexedannuities #buildingalegacy

12

A defined benefit pension plan provides a specific pre-determinable amount of benefits to a participant at the individual’s projected date of retirement. The form of benefit paid under this type of plan is generally a monthly annuity. A QDRO dividing a defined benefit plan is either in the form of a separate interest QDRO or a shared interest QDRO. Knowing the impact of both types of QDROs can impact what both parties receive from the plan during their respective lifetimes. It also impacts whether there is a survivor benefit to be paid from the retirement plan. Read more.

4

Don’t forget to join JULY and Dimensional for the second part of the Retirement Plan University webinar series, “Going to Market”. In this session, Matt Stubblefield will discuss how to establish a target market and identifying an ideal client profile, how to create and define a differentiated value proposition, how to build a compelling pitch book, and more! #webinar #retirementplanning #financialadvisor https://hubs.li/Q02vzHdM0

9

📢 Advisors, are your clients ready for retirement? Less than one in five Americans regularly meet with a financial advisor to discuss retirement. Now’s the time to act. By offering personalized, holistic advice, you can help clients close the gap between their savings and future goals. Let’s elevate the retirement conversation. Read more about why regular advisor meetings matter: https://lnkd.in/e_Zk5vK9 #RetirementPlanning #FinancialAdvisors #HolisticAdvice #FutureCapital #FinancialWellness

8

🚧 Don't let retirement roadblocks hinder your clients' financial freedom! Our Retirement Roadblocks Consumer Guide is here to help. Navigate through 7 common challenges and show your clients how to secure their financial future. Learn more: https://okt.to/Al5JOZ #TruChoice #FinServ📚✨

3

1 Comment

"I feel like the industry is way ahead of where Americans are in the discussion of retirement income,” says TJ Arcuri, AIF®, CIMA® of SageView Advisory Group. As retirement planning becomes more important, firms and advisors must innovate their solutions to meet the evolving needs of clients. https://hubs.la/Q02G33c00 #RetirementPlanning #FinancialAdvisors #WellBeing #SageViewAdvisoryGroup

19

1. Guidance: Retirement Advisors LLC has the expertise to navigate the complexities of financial planning. We help you make informed decisions, balancing savings with current expenses and future goals. 2. Tailored Strategies: We offer personalized plans that consider your unique situation. Whether you're worried about inflation or market fluctuations, advisors tailor strategies to ensure your retirement plan stays on track. 3. Maximized Savings: Retirement Advisors LLC can help you take advantage of tax-advantaged accounts and investment opportunities, and optimize your savings. 4. Peace of Mind: Having a professional guide reduces financial stress. We provide clarity and confidence, helping you stay focused on your long-term goals despite short-term economic challenges. If you're concerned about how to manage your savings within a shifting economy, please consider @retirementadvisorsilc. We are here to turn uncertainty into a well-planned future. #retirementadvisors #wealthmanagement #wealth #retire #stock #invest #economy #2024 #financialfreedom

2

Swiss Re has provided insights into the current economic and financial risks, highlighting a contrast between strong fundamentals and ongoing market volatility, along with uncertainty surrounding interest rates. https://hubs.la/Q02LFGFH0

1

Succession planning isn’t just a “nice to have”: Advisors owe it to their clients to proactively plan for their own retirement. John Taft explains in his latest blog. https://bit.ly/4bB6GNr

14

Your Financial Planner for Institutional Retirement Plan Guidance Whether you're looking for assistance in overseeing your company's current retirement plan or implementing a new one, The Schmitt Group of Raymond James offers the attention and resources to guide you through every step, helping you distinguish among seemingly endless investment options, stay current with regulations and fiduciary responsibilities, as well as educate plan participants on their options. Having partnered with institutions of varying sizes and industries, we understand how important it is to maximize plan benefits while staying tax efficient. We utilize strategies designed to ensure your plan serves both your needs as an institution, as well as those of your constituents. Get started by clicking the link below to check out the retirement plan guidance we provide to institutions and CONTACT US to set up a free consultation. Don't forget to sign up for our Market Insights monthly newsletter authored by Steven W. Schmitt, MBA, CFP®, CRPS®, ADPA®, CPM® and Daniel Mar, MBA. #401k #retirementplanning #financialadvisor #TheSchmittGroup #RaymondJames https://lnkd.in/eDUNkE2E ​

3

A study by MFS Investment Management shows plan sponsors reportedly are making changes to their investment lineups, with sponsors more likely to add fixed income and inflation protection options than equity options. Learn More: https://ow.ly/ASfY50Sik2o #PlanSponsors #RetirementPlanning #FinancialAdvisors

1

1 Comment

In the evolving landscape of retirement planning, the recent months of 2024 have marked a significant shift in perspective for financial professionals and their clients. Read more in our blog: https://hubs.la/Q02xy1x90

2

The RIA industry is facing a shift: more advisors are retiring than entering the profession. Whether it’s an internal transition, finding an external successor, or exploring a merger or sale, planning ahead is key to ensuring your legacy. In this video, Harris Baltch, Head of Dynasty’s Investment Bank, explains that if you’re not thinking about your succession plan, now is the time to start. If you’re interested in succession planning and need guidance from an experienced team, visit DynastyInvestmentBank.com. *Dynasty’s Investment Bank is operated through Dynasty's wholly owned subsidiary Dynasty Securities LLC (“Dynasty Securities”) is a U.S. registered broker-dealer and member FINRA/SIPC. Our advisors are independent but not alone. Independence is #PoweredByDynasty #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning #mergersandacquisitions #thoughtleadership

75

Qualified retirement plans aren’t just a ‘set it and forget it’ investment—they require consistent engagement to achieve optimal results. Advisors who help clients understand this ongoing process add immense value and set the stage for client success. Clients benefit from regular guidance, reminders, and proactive planning. Want to learn strategies for helping clients stay engaged? Let’s connect—follow me for insights that empower both advisors and clients." 🔗 *Check out this piece on the benefits of continuous retirement plan engagement:* https://lnkd.in/gsH2wYqq #RetirementPlanning #ContinuousImprovement #ClientSupport #AdvisorTips #QualifiedPlans 

1