Choreo

Happy Thanksgiving! ???? As we reflect on this season of gratitude, we’re thankful for our amazing clients, teammates, and strategic and industry partners who help make our success possible. From our 40+ locations to yours, we appreciate your trust, collaboration, and the incredible work we do together. We wish you and your loved ones a joyful and restful holiday! #Thanksgiving #Grateful #HappyThanksgiving

? Business Owners ? As a business owner, your company's resilience during change is a testament to your foresight. Our latest guide on business succession planning is your roadmap to a smooth transition. Ensure your business thrives for generations. https://lnkd.in/gr3tRK3r #BusinessLegacy #StrategicPlanning #FutureProofing?

? Business Owners ? Unexpected events shouldn't derail your business's success. Learn how to craft a succession plan that aligns with your financial and retirement goals, ensuring stability for you and your company. Read our latest article for valuable insights. https://lnkd.in/gr3tRK3r #SuccessionStrategy #BusinessGrowth #RetirementPlanning?

?? Thank you to WealthManagement.com for featuring our very own James Morgan, CFA in this week's insightful webinar, “Building a Future-Proof Wealth Management Firm | Elevating Your Firm’s Services with Alternatives”! ?? Jamie, along with other industry experts, shared strategies for integrating alternative investments into wealth management workflows. From automating reporting to delivering real-time data insights, these powerful tools help advisors focus more on what matters — clients. Watch it here. https://lnkd.in/gRSzJSRB #WealthManagement #InvestmentStrategies #ClientFocus

? Business Owners ? As a business owner, your company's resilience during change is a testament to your foresight. Our latest guide on business succession planning is your roadmap to a smooth transition. Ensure your business thrives for generations. #BusinessLegacy #StrategicPlanning #FutureProofing https://lnkd.in/gr3tRK3r

We remember those who have given their lives to serve our country and honor the sacrifices of all who have served. We also extend our gratitude to the veterans' families who have sacrificed for our country.? ? We honor you and thank you for your service.? ? #Veterans?

?? Exciting day for Choreo Momentum! Through our initiative to support female advisors in growing their practice and accelerate growth through integrated community-building networks, practice management, and sales training,?we had the pleasure of collaborating with Tiffany Markarian from Advantas Marketing, LLC on an interactive workshop. Together, we dove into powerful strategies for building, developing, and sustaining COI (Centers of Influence) relationships. ????Thank you, Tiffany, for meeting with us today!

Involving your children in philanthropic decisions isn't just about giving back; it's also a vital life lesson in finance. Learn how strategic charitable planning can be a dual investment in your family's financial planning and the world. https://lnkd.in/gcEss7jc #EstatePlanning #CharitableGiving #NextGenPhilanthropy?

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Strategic philanthropy is more than just a charitable act; it's a powerful tool for shaping your family's legacy and teaching values that endure. Discover how to integrate philanthropy into your estate planning to connect generations and reinforce community responsibility. #Philanthropy #LegacyPlanning #FamilyValues https://lnkd.in/gcEss7jc