Choreo

? 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

Charitable giving within estate planning can offer tax benefits and a chance to instill enduring values. But how do you balance personal financial security with the desire to make a difference? Our latest insights show how to align your estate with your philanthropic vision. #StrategicPhilanthropy #FamilyEstatePlanning #FinancialLegacy https://lnkd.in/gR4YNc5D?

Effective estate planning goes beyond just federal tax considerations. State income taxes can have a significant impact on the value of your estate and the legacy you leave behind. That's why it's essential to work with qualified professionals who can guide you through the complexities of state income tax planning. Our recent article delves into the key aspects of incorporating state income tax planning into your estate plan. Click the link to access valuable insights and tips for maximizing your legacy. #EstatePlanning #StateTaxPlanning #LegacyMaximization #ExpertGuidance https://lnkd.in/gb9UqJiR