Tripp Frey, current chair of the Frey Foundation spoke with Crain Currency about the foundation's work and how family foundations have evolved. To read more about this exclusive interview, subscribe to Crain Currency today: https://bit.ly/3YvX6pC #familyoffice #familybusiness #business #finance #wealth #wealthmanagement #investing #strategy #generationalwealth #economy #generationalwealth #nextgen #successionplanning Carrie Pallardy https://lnkd.in/gxud_FnX
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You won't want to miss our passive and active investor Meetup TONIGHT at 7PM with Susan Geist! Susan will be discussing essential tax planning and savings strategies for real estate investors. Sign up using the link to RSVP for this virtual event and come ready with your tax-related questions for a Q&A afterwards. See you there to learn how to maximize returns as a real estate investor! RSVP Here to get the Zoom link: https://lnkd.in/gNyUaRZu #realestatesyndication #passiveincome #realestateinvestment #realestatecoach #investing #passiveinvesting
Tax-Savvy Savings: The Tax Bucket Approach To Put Money Back In Your Own Pockets, Mon, Oct 23, 2023, 7:00 PM | Meetup
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In her recent article, Anna K. Pfaehler, CFP®, AEP shares her insights on a proactive and meaningful way to prepare heirs for the eventual transition of family wealth. By leveraging philanthropy, a family’s wealth can become more than just something to spend, but a way to positively shape the world. When money has meaning, there is an immediacy to the care of family wealth. Read on to hear her thoughts! https://lnkd.in/gVAbD7Zt #wealthmanagement #ria #rias #wealthadvisors #wealthadvisor #financialplanning #wealth #investment #wealthbuilding #investing #finance #wealthcreation #financialadvisor #wealthmindset #moneymanagement #financialgoals #entrepreneur #generationalwealth
Leveraging Philanthropy: Empowering the Next Generation to Embrace Significant Wealth
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Attention real estate investors! You won't want to miss our passive and active investor Meetup next Monday at 7PM with Susan Geist! Susan will be discussing essential tax planning and savings strategies for real estate investors. Sign up using the link to RSVP for this virtual event and come ready with your tax-related questions for a Q&A afterwards. See you there to learn how to maximize returns as a real estate investor! https://lnkd.in/gNyUaRZu #realestatesyndication #passiveincome #realestateinvestment #realestatecoach #investing #passiveinvesting
Tax-Savvy Savings: The Tax Bucket Approach To Put Money Back In Your Own Pockets, Mon, Oct 23, 2023, 7:00 PM | Meetup
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Founding Partner-Navigators Global, High-Impact Government/Public Affairs Professional, former White House/Senate Aide
Today's Republicans are right to focus on reigning in out of control gov't spending and debt. But what's sorely missing is an Jack Kemp-like "growth and opportunity" message. We need to outline incentive-based polices to promote work, entrepreneurship, & capital formation. I've been proud to serve on the Board of Directors of The Jack Kemp Foundation. Jack's economic message is as relevant today as it was back in the early 1980's. https://lnkd.in/e59rREVZ
Jack Kemp Foundation on X
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“The key vehicle that is propping up the ability for excessively wealthy folks to hoard their wealth is the tax system.” Read Nonprofit Quarterly here: https://lnkd.in/erjc9ijD #taxtherich #taxes #wealth #wealthy #inequality #billionaires #economy #economics #money #taxsystem
The Growing Thirst for Reform in Philanthropy - Non Profit News | Nonprofit Quarterly
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Senior Vice President, Branch Manager at Morgan Stanley in Melville, Senior Portfolio Manager, Workplace Advisor - Equity Compensation
Thinking about your legacy? October is Estate Planning Awareness Month. Let’s connect and discuss how a trust can help you pass on assets to loved ones. Visit my website for more useful information on trusts, tax and estate:
Why You May Need a Trust | Morgan Stanley
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Meet the leaders behind Casper’s growth 🦬 Give Better Business Bureau serving No. Colorado & Wyoming x Daniel Ryhan of Libertega a warm welcome: BBB SERVING N. COLO & WYO The Better Business Bureau Serving Northern Colorado and Wyoming is a non-profit organization with a mission to advance marketplace trust by creating a marketplace where buyers and sellers can trust each other. We provide balance by calling out substandard business behavior (scams, fraud, etc) and recognizing ethical, trustworthy businesses through the BBB Accreditation program. BBB Foundation provides ethics based assessment, training and recognition programs for businesses, consumers, nonprofits and students in Northern Colorado and Wyoming. LIBERTEGA Please welcome Daniel Ryhan of Libertega. Libertega is dedicated to forging a new era of financial sovereignty, serving as the vanguard for a liberated economy. The organization's mission is to empower local businesses and entrepreneurs by providing robust financing and investment opportunities, rooted firmly in community growth and self-sufficiency. By eschewing traditional banking models, we embrace a future where money is decentralized and integrity is the cornerstone of every transaction. Libertega stands as the bulwark against the centralization of wealth and power, ensuring that freedom and prosperity are accessible to all. Remember, it takes a village… even in economic development. & that’s where our member community comes in. To write Casper’s narrative, elevate our community, and support the local business landscape. Make an impact and join us: https://lnkd.in/g-pvNWs9 #advancecasper #casperwy #casperwyoming #growcasper
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Thinking about your legacy? October is Estate Planning Awareness Month. Let’s connect and discuss how a trust can help you pass on assets to loved ones. #personalfinance #financialadvice #MorganStanley #FinancialAdvisor
Why You May Need a Trust | Morgan Stanley
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You can’t take it with you, but through a trust, you can define how you want your life’s work and wealth to continue to benefit the people and causes you love and care for. Thinking about your legacy? October is Estate Planning Awareness Month. Let’s connect and discuss how a trust can help you pass on assets to loved ones. #planforyourfuture #financialadvice #MorganStanley #wealth
Why You May Need a Trust | Morgan Stanley
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