Executive Financial Services, Inc.’s Post

View organization page for Executive Financial Services, Inc., graphic

213 followers

1mo

ExecFin’s own Kelly Finnell, J.D., CLU, AIF, will be talking about ESOPs and Exit Planning at XPX Atlanta’s Exit EXPO. If you’ll be there, be sure to check out his session. We’ll see you there. #entrepreneur #businessplanning #entrepreneurship #retirementplanning #smallbusiness #successionplanning #employeeowners #taxes

Kelly Finnell, J.D., CLU, AIF

Premier ESOP Consultant, Author, & Speaker ∙ Helping Business Owners Design & Execute ESOPS for Over 40 Years

1mo

Looking forward to XPX Atlanta’s Exit Expo this week. Will you be there? If so, I’d love to say hi. #ESOP #EmployeeOwnership #ExitPlanning #Retirement #BEI #ExitPlanningInstitute #XPX #BusinessOwners #BusinessExit

To view or add a comment, sign in

More Relevant Posts

Abojani Investment

12,568 followers
5mo
Report this post
Did you miss last night's webinar, "Retirement Redefined - Investing in Your 20s and 30s for a Comfortable 60s and Beyond"? No need to fret. We have your back! Catch all the insights and strategies you need, by listening to the recording here: https://lnkd.in/dh2AR8vV Passcode: abojani@60
Like Comment
To view or add a comment, sign in
The Wealth Guardians

34 followers
1mo
Report this post
What is sequence of return risk and why does it matter? On this episode of The Vault with The Wealth Guardians, Brice Payne and Garrett Ray break down everything you need to know. #retirement #ClemmonsNC #greensboronc #winstonsalemnc #triadnc
Like Comment
To view or add a comment, sign in
Nicholas Juisti

Director/External Wholesaler - Athene
3mo
Report this post
Insightful conversation clues can help deepen client relationships and build trust. Leverage these strategies to help transform casual conversations into an impactful #financialplan that reassures your clients they’re on the right path to a secure #retirement. https://ow.ly/ROPs30sGmvY
Like Comment
To view or add a comment, sign in
Anthony Antorino, RICP®, CSSCS

Regional Vice President at Athene Annuity & Life Assurance Company
4mo
Report this post
Insightful conversation clues can help deepen client relationships and build trust. Leverage these strategies to help transform casual conversations into an impactful #financialplan that reassures your clients they’re on the right path to a secure #retirement. https://ow.ly/3vA330sGgQK
Like Comment
To view or add a comment, sign in
Michael Bourget, CFS® CSSCS

Senior Regional Vice President at Athene, Financial Institutions Channel, MA, CT, & RI
4mo
Report this post
Insightful conversation clues can help deepen client relationships and build trust. Leverage these strategies to help transform casual conversations into an impactful #financialplan that reassures your clients they’re on the right path to a secure #retirement. https://ow.ly/Jhc230sGcn2
Like Comment
To view or add a comment, sign in
Michael Bourget, CFS® CSSCS

Senior Regional Vice President at Athene, Financial Institutions Channel, MA, CT, & RI
4mo
Report this post
Insightful conversation clues can help deepen client relationships and build trust. Leverage these strategies to help transform casual conversations into an impactful #financialplan that reassures your clients they’re on the right path to a secure #retirement. https://ow.ly/4Sth30sGgZn
Like Comment
To view or add a comment, sign in
Keith Pinkley, CSSCS

Senior Vice President, Division Sales Manager, Financial Institutions at Athene
3mo
Report this post
Insightful conversation clues can help deepen client relationships and build trust. Leverage these strategies to help transform casual conversations into an impactful #financialplan that reassures your clients they’re on the right path to a secure #retirement. https://ow.ly/M3QA30sGkgu
Like Comment
To view or add a comment, sign in
iGPS

358 followers
9mo
Report this post
Don’t settle for a Target Date Fund where every participant invests along a predetermined glide path. Experience investing personalized with iGPS! Read about the benefits of personalization. https://lnkd.in/eaYg3D9P #iGPS #retirement #retirementsavings #401k #tdf #targetdatefund #personalization #glidepath #investmentportfolio #data
Like Comment
To view or add a comment, sign in
Michael Bourget, CFS® CSSCS

Senior Regional Vice President at Athene, Financial Institutions Channel, MA, CT, & RI
4mo
Report this post
Insightful conversation clues can help deepen client relationships and build trust. Leverage these strategies to help transform casual conversations into an impactful #financialplan that reassures your clients they’re on the right path to a secure #retirement. https://ow.ly/SFQu30sGcn6
Like Comment
To view or add a comment, sign in
Matt Cason, CSSCS®

Regional Vice President at Athene
3mo
Report this post
Insightful conversation clues can help deepen client relationships and build trust. Leverage these strategies to help transform casual conversations into an impactful #financialplan that reassures your clients they’re on the right path to a secure #retirement. https://ow.ly/Q49T30sGqAi
Like Comment
To view or add a comment, sign in

213 followers

View Profile Connect

Executive Financial Services, Inc.’s Post

More Relevant Posts

Explore topics