Duncan Financial Group

Happy Thanksgiving!! We are truly thankful for all of our incredible employees and clients! ?? We will be closing early today at 3pm and will be closed Thursday and Friday. We'll be open normal hours Monday, December 2nd! Have a safe and happy holiday weekend!

Our annual Christmas party is an event we look forward to all year! ?? Check out our Christmas Party hype video we sent out to employees ????

Are you a business owner? Have you heard about the important new federal requirement that may affect your business? ?? ?? Effective January 1, 2024, the Corporate Transparency Act (CTA) mandates that many small businesses report information about their beneficial owners to the Financial Crimes Enforcement Network (FinCEN). This includes details about individuals who ultimately own or control your business. ?Why This Matters: Failure to comply with these reporting requirements can lead to serious consequences. Willful violations can result in civil penalties of up to $591 for each day the violation continues, with this amount adjusted annually for inflation. Additionally, individuals may face criminal penalties, including up to two years in prison and fines of up to $10,000. This includes actions like failing to file required reports, submitting false information, or not updating previously reported information. ?? How We Can Help: To assist you in meeting these new requirements, we are offering beneficial ownership information (BOI) filing services for just $150 per filing. Our team is here to ensure that you comply with the CTA and avoid any potential penalties. If you have any questions or would like to get started with your BOI filing, please don’t hesitate to reach out. We’re here to help you navigate this new requirement smoothly! Please call us to get started 724-387-9369 ?? It’s important to note that beneficial ownership information reporting is not an annual requirement. A report only needs to be submitted once, unless the filer needs to update or correct information.

We'll be having another Financial Literacy Seminar this December! Hosted by The Aaron Allen Community Foundation & Duncan Financial Group. Date: December 11, 2024 Time: 6:00 PM - 8:00 PM Location: Greensburg Event Center 1700 Washington Street Greensburg, PA 15601 Join us for an insightful seminar on financial literacy. Learn how to manage your finances effectively and make informed decisions for a secure future.?? Topics Include: Budgeting and Saving Investment Strategies Retirement Planning Debt Management and so much more! Speakers: Expert financial advisors and industry professionals will be presenting valuable information to help you achieve your financial goals. Important Notice: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Duncan Advisor Resources and Cambridge are not affiliated. RSVP Today! Secure Your Spot and Take Charge of Your Financial Future! https://hubs.la/Q02Z491F0

?? Why Choose Duncan Financial Group? ?? Personalized Service - Tailored strategies to help you meet your unique goals. ?? Expert Guidance - Our team of proven professionals offers expertise in every financial area and you'll work with a team dedicated to meeting your specific needs. ?? Comprehensive Services - From investments to insurance to tax and accounting, we've got all your financial needs covered. Schedule a meeting with us to find out how we can help you! https://hubs.la/Q02Z3NHW0

At Duncan we are big enough to make an impact and help our clients with all of our resources, but we're small enough to still have that personal touch. Tim Kunkle explains it best in his recent episode of Discover the Duncan Difference. Check out the full episode here > https://hubs.la/Q02YZxPR0

We had our quarterly in person sales meeting this week at Cranberry Highlands! ?? We were inspired by local speaker Eric McElvenny, who shared his incredible story of perseverance. After losing his right leg below the knee while serving as a Marine in Afghanistan, Eric's journey from a hospital bed to competing in triathlons is filled with adversity, humor, and motivation. Our team was captivated by his story. We also had team updates, recognition, and a success panel. Our in person sales meeting is a great way for our team to connect and share ideas. ??

At Duncan we have the "Duncan Development Seminar." This initiative is designed to encourage personal and professional growth among our team members. Once a quarter we choose a book that is focused on self improvement and then a few weeks later we gather to discuss and share what we learned. ?? This quarter we read "The Energy Bus" and Lori Duncan (our Chief Energy Officer), is leading our discussions. This book emphasizes the importance of positive energy and mindset in achieving success and happiness. These sessions inspire us to grow as coworkers, employees, parents, friends, spouses, and ultimately as individuals. ?? Here's a snippet of a few of the team members who joined us last week! ??

We had a blast at Irwin's Ladies Night last night!! We gave out some Greenhouse Winery wine samples and snacks! ?? We love being a part of the Irwin community and taking part in events like this. Thanks to all who visited and the other small businesses that make Irwin the best little town!??

Our newest episode of Discover the Duncan Difference is live! ?? This week we sit down with Tim Kunkle to discuss how we help businesses and employees with retirement planning. Whether you're ahead of the game or feeling a bit behind, this episode is packed with valuable insights!?? Watch the full episode here > https://hubs.la/Q02WNzcn0 Or listen on Spotify, Apple or Amazon!