Briana Smith, CFP®, CPWA®

One way I serve clients as one of Banker's Life's Top Women Financial Advisors is by monitoring financial planning trends. And that’s no different this year, especially with the potential volatility that often comes with an #electionyear. Check out these top financial concerns among women, and then read our blog on how to be confident in your finances. https://lnkd.in/eTHHFKMe

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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: https://hubs.la/Q02p_5yT0 #FinancialAdvisor #Tempe

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A growing number of clients are considering leaving their current financial professionals according to a new survey by YCharts. Here’s what the findings say about how you can build and maintain strong client relationships.

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Several changes intended to expand individual retirement savings and incentivize employers to provide additional benefits kick in this year. Here is a list of 10 key changes to know. #aiken #investments #sampsonwealthadvisorygroup #financialplanning #advisor #CFP®️ #CERTIFIEDFINANCIALPLANNER™️

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Interested in making the most of your financial future, but unsure where to begin? The Financial Wellness Experience assessment combines technology and human expertise for a personalized approach to improving your financial well-being. Receive the guidance you need to make the right decisions and peace of mind: https://bit.ly/3OqB1oI https://bit.ly/44yqKxy

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Interested in making the most of your financial future, but unsure where to begin? The Financial Wellness Experience assessment combines technology and human expertise for a personalized approach to improving your financial well-being. Receive the guidance you need to make the right decisions and peace of mind: http://bit.ly/3MDekxj https://bit.ly/3KllyUl

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Certificates of deposit and multi-year guarantee annuities can both help offer predictability to your portfolio, particularly in an uncertain market. Here’s how to know which might make sense for you. 36386k-2

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Did you know that transitioning to Janney can be a smooth and rewarding process for you and your clients? Financial Advisors who joined Janney in April and May averaged 20 days to transition 75% of AUM. The advisors collectively manage over $1.6 billion in assets. Making a transition can be seamless with the help of Janney’s experienced transition team and innovative onboarding platform. Your transition is built around you and your clients, making it easy for them to join you at Janney.

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Succession planning involves unique financial challenges for a family-owned business, and it is a critical component of a complete financial plan. But how can you cater to both the business and the family's needs? Visit TowneBank.com/Succession to read this article by Jawn Hendrix, TowneBank Private Banking Officer, which includes key points to get you started! #BusinessBanking #BusinessOwners #Succession

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Succession planning involves unique financial challenges for a family-owned business, and it is a critical component of a complete financial plan. But how can you cater to both the business and the family's needs? Visit TowneBank.com/Succession to read this article by Jawn Hendrix, TowneBank Private Banking Officer, which includes key points to get you started! #BusinessBanking #BusinessOwners #Succession

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Join Fort Pitt’s Financial Advisors, Daryl Patten and Skylar Riddle, CFP® as they host guest speaker Ken Ventresca to discuss financial planning for multiple generations. The webinar will cover these topics and more: • Structuring your family’s wealth plan • Preserving assets for the next generation • Minimizing taxes • Financial literacy for the next generation Unable to watch live? We email a recording to everyone who registers. Register here: https://bit.ly/3xeKqtT #financialplanning #FortPittWebinarSeries #financialeducation

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