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Join us for a dynamic online forum featuring Charlie Ripley from Allianz Investment Management LLC.
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Learn about benefits that support independence like Section 8, housing options, and creating housing solutions that meet the unique needs of your Loved One.
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Brought to you by the Investment Planning Knowledge Circle: A relaxation of Liberation Day tariffs has helped fuel an impressive market rally throughout much of the summer. With investor sentiment buoyed by easing trade tensions and resilient economic indicators, the momentum has been notable." As we approach the fall, a review of the key headwinds and tailwinds is in order. What forces are likely to shape the next phase of market performance—and what should investors be watching closely?
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Divorce is one of the most challenging life transitions your clients may face—emotionally, financially, and personally.
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Brought to you by the Applied Behavioral Economics Knowledge Circle: Behavioral finance is often discussed either from an academic lens or through the client-facing experiences of working professionals. What’s missing are more opportunities for academia and firms to collaborate in exploring these unique perspectives. By bridging this gap, research becomes more actionable, practice becomes more evidence-based, and innovation in serving clients accelerates.
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Brought to you by the Applied Behavioral Economics Knowledge Circle: Understanding your client’s financial psychology is essential for building trust, uncovering true motivations, and guiding them toward meaningful, sustainable goals
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Brought to you by the Special Needs Planning community: One of the keys to proper Disability & Special Needs Planning is to help a family take advantage of every possible public benefit, while working to build independence from them. Many of our loved ones will outlive us.
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Have you ever spent your day busy doing valuable tasks but still found that you didn't make progress on the one thing you promised yourself you'd do?
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Brought to you by the Tax & Estate Planning Knowledge Circle: The Tax Cuts and Jobs Act will be expiring by the end of 2025, but in its place will be many tax provisions in The One, Big, Beautiful Bill.
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Brought to you by the International & Cross-Border Planning Knowledge Circle: In this mobile society, clients don’t always stay put.
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