Dave Welling

Looking for insights to help improve participant outcomes? Join Capital Group at the @Advisor2X Wealth@wor(k) 2024 to dig into three positive behaviors! #RetirementPlanning #RetirementPlan #RetirementSecurity #Advisor2X #JonathanYoung Important disclosures: https://bit.ly/2JzEDWl

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By servicing retirement plans, financial professionals have the potential for a long-term growth strategy for their clients and their practice. #RetirementPlans #SportsCoach #DefinedContribution #Service Important disclosures: https://bit.ly/2JzEDWl

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Cash has had a good run, but are expected rate cuts signaling danger ahead? Brad Rutan and Jenine Garrelick discuss what federal funds and cash yield correlation could mean for your clients and what you can do about it. Register today. bit.ly/4dOYBWI.

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Brooke Cassady, CFP®, AFC® interviews Kristen Ahlenius, AFC®️, Director of Education and Advice at YML, to discuss financial wellness. In their conversation, they tackle common mishaps with money and provide key takeaways for listeners looking to increase their financial wellness. Gain insights and practical tips from the experts in the field. Check out the interview now! #financialwellness #personalfinance #moneytips #financialplanning https://lnkd.in/g2PcRqmV

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To design plans that meet clients’ goals and participants’ needs, financial professionals look at auto features, personalization and more. #RetirementPlanning Important disclosures: https://bit.ly/2JzEDWl .

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Get to know some of the advantages of variable annuities in asset accumulation, including #tax deferral and legacy protection, with Senior Retirement Income Strategist Kate Beattie. https://bit.ly/3xt4eKs #Retirement #Legacy Important disclosures: https://bit.ly/2JzEDWl .

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Get to know some of the advantages of variable annuities in asset accumulation, including #tax deferral and legacy protection, with Senior Retirement Income Strategist Kate Beattie. https://bit.ly/3xt4eKs #Retirement #Legacy Important disclosures: https://bit.ly/2JzEDWl .

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Get to know some of the advantages of variable annuities in asset accumulation, including #tax deferral and legacy protection, with Senior Retirement Income Strategist Kate Beattie. https://bit.ly/3xt4eKs #Retirement #Legacy Important disclosures: https://bit.ly/2JzEDWl .

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Get to know some of the advantages of variable annuities in asset accumulation, including #tax deferral and legacy protection, with Senior Retirement Income Strategist Kate Beattie. https://bit.ly/3xt4eKs #Retirement #Legacy Important disclosures: https://bit.ly/2JzEDWl .

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Many advisors benefit from active ETFs with their ability to tailor investment strategies to individual client needs and the ease of trading in real time. Learn more on this topic during #SchwabIMPACT by visiting booth 1211; attending Portfolio Manager Matthew Dubin’s presentation on November 20; or reading this article: https://bit.ly/3DwUmSo

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Happy 529 day! Did you know the benefits of helping clients with educational planning go beyond assets under management? These conversations may help you form deeper emotional bonds with clients and their families. https://bit.ly/3ywU7Ep Important disclosures: https://bit.ly/2JzEDWl .

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