FinServ Foundation @FinServOrg
A foundation committed to empowering, developing, and creating access and opportunity for the next generation of financial service professionals. finservfoundation.org Omaha, NE Joined March 2021-
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FinServ Foundation retweeted
That whole baby boomer thing is really on people’s mind and they’re starting to get to that place where they have to make those decisions. You have to meet people where they’re at, says Elevation Point’s Jim Dickson, about firms adding tax, estate planning.
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FinServ Foundation retweeted
A bear market is a prolonged drop in stock prices, typically 20%+ from recent highs. It’s often characterized by economic pessimism and declining investor confidence.
FinServ Foundation retweeted
FinServ Foundation’s Jamie Hopkins On Supporting The Next Generation Of Financial Advisors Watch now: tinyurl.com/msn34kjn #RIA #RIAChannel #AdvisorMentorship #FellowshipProgram @FinServOrg
FinServ Foundation retweeted
@FinServOrg @wealth_mgmt See you there, friends!
FinServ Foundation retweeted
Join in rooting of @FinServOrg this evening at the #Wealthies
Join in rooting of @FinServOrg this evening at the #Wealthies
FinServ Foundation retweeted
So proud of this volunteer community!
So proud of this volunteer community!
🏆 Tonight is the night 🏆 The 2025 @wealth_mgmt Industry Awards @FinServOrg is honored to be nominated for two #Wealthies ⭐ Corporate Social Responsibility Young Advisor Development Program ⭐ Industry Associations Fellowship Program
Thank you, @eMoneyAdvisor
FinServ Foundation retweeted
@FinServOrg Thank you! We're proud to a part of this partnership.
FinServ Foundation retweeted
What does your financial advisor ask you about?
What does your financial advisor ask you about?
FinServ Foundation retweeted
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