Peninsula Private Wealth of Raymond James

Peninsula Private Wealth is excited to host an essential session at the Detroit Business Owners Success Summit (BOSS) on November 21, 2024, focused on Pre-Transitional Planning: What Is My After-Tax Number? This session dives deep into strategies that can make or break your financial outcomes during a transition: ● The importance of proactive tax planning to protect and grow your wealth ● Tax mitigation and estate planning considerations for maximizing your legacy ● How to ensure you don't "leave money on the table" Moderated by Chris Allen, this expert panel brings together: Bryan Bussert, BDO USA Aaron Sherbin, Taft John Schindler, Peninsula Private Wealth Whether you're planning to transition your business now or in the future, this session will equip you with actionable strategies to optimize your financial success. This event takes place on November 21, 2024. If you're interested in attending or learning more, reach out to Elizabeth Mabley or Noah Schindler.

Transitioning Your Business to the Next Generation: Planning for Lasting Success Peninsula Private Wealth of Raymond James Private invites you to an essential session at the?Detroit Business Owners Success Summit (BOSS)?on?November 21, 2024, dedicated to the unique challenges and opportunities of multigenerational business transitions. Join us as?Michael McGrann?from?Brown Brothers Harriman?shares expert strategies on: ? Multigenerational planning and execution?to ensure a smooth transition ? Navigating difficult conversations?to align family and business goals ? How to?overcome the statistics?and create a legacy that thrives across generations This session is a must-attend for business owners preparing to pass the torch and seeking guidance on balancing family dynamics with business success. For more information or to secure your seat, contact?Elizabeth Mabley?or?Noah Schindler. Let’s build a legacy that stands the test of time!

Lessons from the Transition: A Business Owners Panel Peninsula Private Wealth of Raymond James invites you to an insightful panel discussion at the Detroit Business Owners Success Summit (BOSS) on November 21, 2024, where seasoned business owners share their experiences and lessons learned from transitioning their businesses. This interactive session explores: ●What went well in their transitions—and what didn't ●What they would do differently if given the chance ●Best practices and advice for those preparing for a future transition Our esteemed panelists bring unique perspectives from a variety of industries: Austin Farah, CEPA?, CFP? Farah, Peninsula Private Wealth Linzie Venegas, The IDEAL GROUP Scott Jackson, Alta Vista Technology Matt Van Til, Premier Granite and Stone LLC Whether you're just beginning to consider a transition or actively planning one, this session is packed with real-world insights to guide your journey. This event takes place on November 21, 2024. If you're interested in attending or learning more, reach out to Elizabeth Mabley or Noah Schindler.

We hope everyone had a fun and festive Halloween! ?? Our team and their families truly enjoyed celebrating together, sharing laughter and creating lasting memories. Highlights included a very tired fireman and a four-legged friend who joined in on the fun. From creative costumes to sweet treats, it was heartwarming to see everyone come together and celebrate the spirit of the season.

This past week, John Schindler, CRPS and Noah Schindler represented Peninsula Private Wealth at the Smart Business Dealmakers Conference in Denver, a gathering of visionary leaders and key players in the business and financial sectors. The conference provided an incredible opportunity to explore emerging trends, network with innovators, and discuss strategies for driving sustainable growth in a rapidly evolving market. It was also a pleasure to meet Lee M. Koury, Managing Partner of Smart Business Network, the sponsor of this impactful event. John and Noah's attendance underscores Peninsula Private Wealth's commitment to staying ahead of the curve and delivering value to our clients by leveraging insights gained from industry-leading events like this one. #SmartBusinessDealmakers #BusinessLeadership #WealthManagement #DenverNetworking

With the 2025 Social Security cost-of-living adjustment set to be lower than recent years, this shift brings new implications for retirees and those approaching retirement. Understanding the broader economic impact is crucial as we navigate a changing financial landscape. Here's what you need to know about the upcoming adjustment and its potential effects. #RetirementPlanning #SocialSecurity #FinancialOutlook #Economy

Peninsula Private Wealth is excited to announce our expansion into the Denver market, with Noah Schindler relocating to grow our operations in the region. John Schindler, CRPS and Noah will be attending the Denver Smart Business Dealmakers Conference on October 24th, and they would love the opportunity to connect with fellow attendees. If you plan to be there, we look forward to discussing potential collaborations and building strong relationships. This marks an exciting chapter for Peninsula Private Wealth, and we remain committed to serving our clients with excellence as we focus on Achieving Your Vision in Denver. #dealmakersdenver #WealthManagement #BusinessExpansion #Denver

Executive compensation often makes headlines, but what lessons can we learn from it? This article dives into the perks and pay structures of top executives, offering insights that can benefit anyone—whether you're negotiating your next raise or thinking about long-term financial incentives. It's a fascinating look at how performance and rewards are aligned, and what we can all take away from these high-level strategies. #ExecutiveCompensation #CareerGrowth #FinancialInsights

As we enter the final quarter of 2024, understanding the key trends shaping the markets is crucial for making informed investment decisions. This latest Investment Strategy Quarterly provides expert analysis on the current economic landscape, offering insights on everything from inflation and interest rates to global market movements. If you're looking to refine your strategy for the months ahead, this report is packed with timely information to help guide your financial decisions. #InvestmentStrategy #MarketOutlook #EconomicTrends

Navigating the bond market can feel overwhelming, especially with the shifts we've seen recently. This latest commentary dives into key trends, interest rate fluctuations, and what investors should watch for in the months ahead. Whether you're reevaluating your fixed income strategy or simply trying to stay informed, this piece offers a clear, concise look at the factors driving bond performance today. #BondMarket #InvestmentInsights #FixedIncome