Heart of Florida United Way’s Post

From navigating complex compensation to preparing for the future, the financial landscape is changing rapidly. As the much-anticipated great wealth transfer approaches, it’s crucial to understand its implications. Proud to share that William Milne, CFP®, CLU®, Partner at C³ Wealth Management, was featured in MarketWatch discussing the challenges of wealth management in today's economic environment. Will’s insights shed light on why $1 million might not be what it used to be and what this means for future generations. Check out the full article here to learn more about how to prepare for the road ahead: https://lnkd.in/eeYyw4qb

A new Black-owned financial institution could emerge west of Texas! The investment group Redemption Holding Co. (RHC), led by former White House Policy Advisor Ashley D. Bell, wants to acquire Holladay Bank & Trust in Holladay, UT, per an outlet. If approved, the Utah financial institution will be renamed Redemption Bank and become the only Minority Depository Institution west of Texas. "All of us require a bank to operate, and the reality was there was no Black-owned bank that we could sit on top of to operate with the way we're currently constructed," Bell told The Sacramento Observer. Alongside Bell will be Dr. Bernice A. King, the youngest child of the late Dr. Martin Luther King Jr. and Coretta Scott King. Per The Wall Street Journal, she will join the bank's advisory board and serve as the senior vice president for impact banking. Read more here ➡️ https://lnkd.in/g5FdWJSy #AFROTECH #Investmentbanking #Banking #BlackOwnedBank

How do you plan to leave your legacy? Trusts can be a valuable tool for ensuring continuity in achieving the financial objectives you envision for your family, your wholly owned business and philanthropic legacy for years and even generations to come. Learn the differences here.

This #HispanicHeritageMonth, are your employees just starting out on their investment journey or do they already have complex needs? Do they invest on their own or could they use a professional’s help? Encourage them to join Fidelity's event, "Understanding the ins and outs of managed accounts," September 25 at 12 p.m. EST. This session will provide an overview of different ways they can invest based on their goals.

When mission, vision and values align AMAZING things happen. Surround yourself around people that will help pull you up into your true purpose because there will always be people that will pull you down. Lifetime Financial Growth and the people in this community truly ELEVATE <3

This #HispanicHeritageMonth, are your employees just starting out on their investment journey or do they already have complex needs? Do they invest on their own or could they use a professional’s help? Encourage them to join Fidelity's event, "Understanding the ins and outs of managed accounts," September 25 at 12 p.m. EST. This session will provide an overview of different ways they can invest based on their goals.

Black Citizen #changemaker project #2 - What's a project you would like to see come to life and what do you hope to accomplish? Here's how I answered that question: My mission is to "break bread" with Black people and discuss the importance of financial planning. The goal is to help Black people understand why they need to have a financial plan that's unique to their situation. The funds from this grant will be used to host a lunch, brunch or dinner event at a Black owned establishment in the Bay Area. Just imagine if Black people could hang out, break some bread, and casually talk about money. That’s what Breaking Bread with Mr. #BuildWealth is going to accomplish. I didn't completely stick to my initial plans. It was quite broad and I needed to narrow my focus. I ended up deciding on breaking bread with parents of young children under the age of 5. I hosted an intimate lunch event for those parents at Spaceoux (TiYanna L. Smith, MPA's property - hit her up for more details), ordered food from Sweet Fingers Jamaican restaurant and hired Gregory Collins for the media production. Having my daughter changed how I was doing my financial planning business. I know that I'll blink and she'll be driving, then on her way out into the real world. So, starting a financial plan for her right from the jump was something I knew most parents were not doing. I wanted to educate parents on how they could set up a financial game plan for their babies and I laid out a simple strategy they (or any parent) could put into action. Check out the highlights reel from the event >>> https://lnkd.in/gjvz8KVZ Lastly, if you're a parent with a child or children under the age of 5 and your curious about what I shared at that event, let's connect. Time isn't waiting and if we start now, we can make sure these babies will have a great financial head start in life. #mrbuildwealth #parent #parenting

Financial literacy can change lives and empower generations. This is an amazing example of how the Goalsetter Foundation, in collaboration with the Wells Fargo Foundation and NYC Public Schools, did just that in Brooklyn, New York. #WeAreWellsFargo

Financial literacy can change lives and empower generations. This is an amazing example of how the Goalsetter Foundation, in collaboration with the Wells Fargo Foundation and NYC Public Schools, did just that in Brooklyn, New York. #WeAreWellsFargo

Financial literacy can change lives and empower generations. This is an amazing example of how the Goalsetter Foundation, in collaboration with the Wells Fargo Foundation and NYC Public Schools, did just that in Brooklyn, New York. #WeAreWellsFargo