Whitney Kenyon’s Post

Balancing wealth, family, and legacy? You're not alone! As a high-net-worth individual in the sandwich generation, learn how to navigate complex relationships and make informed decisions in this week's blog and secure your legacy! https://hubs.ly/Q02C-J-r0 #WealthManagement #LegacyPlanning

🎉 Big News! 🎉 We’re excited to announce that Beau Bryant has been promoted to Senior Wealth Advisor! His dedication and hard work have been invaluable, and this promotion reflects his continued commitment to helping clients achieve their financial goals. 👏 #SeniorWealthAdvisor #WealthManagement #FinancialPlanning

✨ Legacy is about making a lasting impact. ✨ It’s about leaving something behind for others to build upon – a gift of security, opportunity, or inspiration. While not everyone may be in a position to support future generations financially, for those who are, it can be one of the most rewarding and meaningful actions you can take. At Jane Smith Financial Planning, we’re here to help you explore how your legacy can reflect your values and make a difference for years to come. #LegacyPlanning #FinancialPlanning #LastingImpact #JaneSmithFinancialPlanning

This Father’s Day, celebrate your family’s legacy with a #financialplan that stands the test of time. At Grunden Financial Advisory, Inc., we believe that your wealth should carry a greater purpose. Our personalized approach helps you create a legacy that honors your family's values and ensures long-term security. Let us help you pass on the gift of financial stability and purpose to future generations. Happy Father’s Day from all of us! #fathersday #wealthmanagement

A week from today I’ll be speaking in Raleigh NC for the National Sales Network Raleigh Chapter I want to thank the sponsors Fidelity Investments Boston Scientific Johnson & Johnson and Modivcare for allowing me to empower people to change their future. Often in life we enjoy success and setbacks…(Job loss, Divorce, Bankruptcy, Illness, Abuse) but how do we overcome those challenges and setbacks? During this presentation I’ll discuss the following: ✅What is the mindset that we must have to overcome the setback. ✅What are potential action steps we must take when we find ourselves needing to pivot. ✅ How do we align ourselves purposely with the next opportunity moving forward? The alignment of purpose is why I love learning the stories behind our transportation partners businesses….They typically saw a need, someone they love needed help, and they stepped up to solve the problem…and it ends up positively impacting the community…that’s alignment..that’s connecting people to care. Hope to see you at the event! #nemt #sdoh #health #financialindependence #wealth #mindset #healthequity #economicequity #economicempowerment

Happy Independence Day from all of us at Wesley Financial Group! 🇺🇸✨ Today, we celebrate the spirit of freedom, unity, and the pursuit of happiness. As we gather with family and friends, let's remember the values that make our nation great. Wishing everyone a safe and joyous Fourth of July! #wesleyfinancialgroup #doallthegood #independenceday #fourthofjuly #freedom #financialfreedom #timesharecancellation #timeshareexit #terminatetimeshare

Today, I had the privilege of speaking to the incredible financial professionals at the CFP Board about a topic that is so close to my heart: Making an Impact: Cultural Empathy and Execution As a first-generation Latino, I've walked the path from the barrio to Newport Beach and back again. Along the way, I’ve learned that real impact comes from more than just understanding finances—it’s about understanding people. It’s about knowing the traditions, superstitions, and cultural beliefs that shape how we make decisions, and executing on that knowledge to create meaningful change. In my talk, I shared stories of my father and community—how cultural misconceptions, like fear of “the Sancho,” can prevent us from making the best financial choices. But with empathy and action, we can break through those barriers and build a future for ourselves and the generations to come. Thank you to everyone who joined and engaged in this powerful conversation. Together, we can continue to transform lives and close the wealth gap by embracing empathy and executing with purpose. #CFPBoard #CulturalEmpathy #FinancialImpact #LatinoEconomy #LegacyBuilding #FinancialGreatness

Thomas Carlson, Vice President of Mutual Fund Research, and Tyler Hanson are thrilled to attend next month’s event hosted by Cambridge Investment Research, Inc. Stay tuned for details about Tom’s upcoming presentation on August 22 at 11 AM MT. Looking forward to seeing you there!     #CambridgeIgnite #InvestmentResearch #FinancialAdvisors  

This has been an amazing year. I want to express my gratitude to all of the Thrivent leadership and incredible financial advisors who I am proud to call my colleagues. Your support has been amazing. I especially want to thank all of our incredible clients who trust us in facilitating important conversations regarding their values and financial goals. It is your trust that keeps inspiring us to continue improving and growing! #thrivent #spokane #financialadvisor Zach Saugen Tes Sturges CLTC®️, BFA™️ Bruce Schmitt

Feeling incredibly blessed to do what I love every day! Helping families create a solid financial plan for their future is truly rewarding. Grateful for the amazing resources and support from my company, New York Life, that empower me to make a difference. Here’s to building brighter financial futures together! ✨✨ #LifeInsurance #FinancialPlanning #NewYorkLife #Gratitude #WealthManagement