Did you know August is National Make a Will Month? It's a perfect opportunity to think about the legacy you want to have. CommonBond is introducing its Legacy Giving Circle for those who include us in your estate plans. You can: 🟡 Make an impact beyond your lifetime 🟠 Receive tax benefits 🟡 Choose giving options that mean the most to you 🟠 Feel recognized and appreciated Interested? Visit https://ow.ly/i57R50SZMs8 to learn more.
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Do You Know How Much Equity You Have? It could be a great time to turn your equity into an upgrade! To find out what your number is, let’s connect. 850-865-7108 [email protected] IG: BeachRealEstateJames #sellyourhouse #realestatetips #affordability #equity #upgrade #newhomes #letstalk
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Our penultimate session today is with Yasmina Siadatan from Dynamic Planner 💥 She’s chatting about the State of Adviser Tech in 2024 🙌 Fundment #SHAKEUP24 #financialplanning #financialadvice #finance #nextgen #community
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It's Earth Day! Let's celebrate our planet by making smart financial decisions. By settling your loans, you'll free up extra cash to invest in sustainable living or support eco-friendly businesses. #EarthDay #FinanciallySavvy #SustainableFuture
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From “finite-minded” to “infinite-minded”: Recognizing the value of “Do good making money” over “Make money to do good.” This shift applies not only to an organization’s “Just Cause” but also to personal ethos. #TheInfiniteGame #WinterReading
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Do you find yourself asking this a lot? If so, get an answer quickly here: https://lnkd.in/gx7Fx5Pp #sente #senterescueservice #welovetoughloans #financialpossibilityman #ericzlovestohelp #homeequity #equity
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Heading to GAC? We are too! Connect with Kelly Williams or J. Blair Logan while you're there to learn more about the impact of marketing and public relations for our industry.
WMA EVP's Kelly Williams and J. Blair Logan are headed to Washington, D.C. next week for Credit Union National Association's Governmental Affairs Conference. Meet with them to learn how your #fintech can grow through PR and marketing. https://hubs.ly/Q02lS92q0 #CUNAGAC2024
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🤝 Trust, reliability, and transparency - that's what we stand for. Your goals are our goals🎯, and together, we shall achieve them as your Invest with Greenbond Finance today. #investment #finance #wealthmindset #dreambig #moneymatters #growwithgreenbondfcl #money
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Sign up for Social | A Certified B Corporation's next Impact Chat tomorrow. It all kicks off at 12:00 noon - follow the links below to join the session and learn more about how to use sustainable finance frameworks.
On Wednesday we have the pleasure of being joined by Imran from Bromford, for Social's monthly Impact Chat. If you're interested in: 🌱Sustainable finance frameworks 🌱ESG disclosures 🌱Sustainability-linked loans And how they impact the affordable housing market, then make sure to sign-up here 👉 https://lnkd.in/ewXjy2mK
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As tax-equity partnerships reach the end of their lifespan, sponsors and tax-equity investors need to look ahead. James Liechty and Tyler Baity dive into the importance of “flip dates” for tax-equity partnerships in a recent article for Power Magazine. Learn more.
Liechty & Baity Explain Tax Equity 'Flip Dates' in Power Magazine Article
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As tax-equity partnerships reach the end of their lifespan, sponsors and tax-equity investors need to look ahead. James Liechty and Tyler Baity dive into the importance of “flip dates” for tax-equity partnerships in a recent article for Power Magazine. Learn more.
Liechty & Baity Explain Tax Equity 'Flip Dates' in Power Magazine Article
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