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  • Home
  • What We Do
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Posts Tagged: Something To Ponder

Something to Ponder

- November 04, 2014

“The hardest years in life are those between ten and seventy.”  ~  Helen Hayes

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Something to Ponder

- October 21, 2014

“To improve is to change; to be perfect is to change often.” ~  Winston Churchill

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Something to Ponder

- October 15, 2014

“There is no expertise without collaboration.”  ~  MFS Investment Management Commercial

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Something to Ponder

- September 23, 2014

“You wouldn’t have won if we’d beaten you.” ~  Yogi Berra

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Something to Ponder

- August 25, 2014

“You must take personal responsibility. You cannot change the circumstances, the seasons, or the wind, but you can change yourself. That is something you have charge of.” ~  Jim Rohn

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Something to Ponder

- August 11, 2014

“Change is the law of life.  And those who look only to the past or present are certain to miss the future.” ~  John F. Kennedy

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Something to Ponder

- August 05, 2014

“When we are no longer able to change a situation – we are challenged to change ourselves.” ~  Viktor E. Frankl

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Something to Ponder

- July 28, 2014

“Either you run the day or the day runs you.” ~  Jim Rohn 

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Something to Ponder

- July 14, 2014

“One mistake will never kill you. The same mistake over and over will.” ~  Harvey Mackay

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Something to Ponder

- July 07, 2014

“What great thing would you attempt if you knew you could not fail?” ~  Robert H. Schuller

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Process of Working with Advisors and Business Owners

Ethics of Implementation

It’s All About The Why

You can see more videos and listen to our podcast archive at our YouTube Channel

The Latest Highlights

IG Private Wealth Management Round Table Symposium – Main Platform Speaker

An Interview with Al Gibbons: Philosophy & Process

Recipient of the Accredited Estate Planner® (Distinguished) Designation

Collaborative Teams for High Net Worth Clients

The 80/20 Estate Plan™ Presentation to the Million Dollar Round Table

13
Jun
Finseca (AALU) – “409A Traps for the Unwary: Split-Dollar Life”

The Washington Report – Business Uses Edition Given the potential for significant adverse tax results, compensatory split-dollar programs should be reviewed by a 409A tax expert for compliance. That review should occur not only when…

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