Braden Majors on LinkedIn: #beratungadvisors #forourcommunity #financialfitnesscoaching… (2024)

Join me in congratulating Christopher Dulovich in attaining his CERTIFIED FINANCIAL PLANNER™ certification. Often considered to be the standard in excellence in our profession, CFP® professionals have met extensive training and experience requirements and commit to CFP Board's ethical standards that require them to put their clients' interests first.At Beratung we are committed to elevating the profession through our commitment to CFP® professionals.We are committed to hiring CFP® professionals and helping our team members become a CFP® professional by providing the coursework and first attempt at the exam at no cost to our team members.Our team is currently comprised of 4 CFP® professionals and more that have completed the education requirement for certification and are working towards earning the designation.We also have been committed to advocating on behalf of CFP® professionals and their clients by annually sending team members to visit members of the Pennsylvania legislature and U.S. Congress.Chris has been committed to following the practice standards of a CFP® professional for years so the comprehensive financial planning he provides will not change. What does change is when clients refer their friends and family to Chris they can have great confidence that Chris is a fiduciary and required to put their interests first.Thank you Chris for your commitment to our profession, community and your clients!#CFP#Liveyourvalues#FinancialPlanning#BeratungAdvisors#Passion

In this next class of eMoney Masterclass 105, our CEO Greg Furer reviews how the "Decision Center" in eMoney works and how you can use it to present to clients.https://lnkd.in/eiY2rMKC Don’t want to miss a tip of the week? Send me a message and we can sign you up for our “eMoney Tip of the Week” email list. We would love to hear if you have a better way of using eMoney or if this tip helped you. Leave us feedback in the comments!#eMoneytipoftheweek #financialplanning #emoney #beratung #beratungadvisorsBeratung Advisors is not affiliated with eMoney Advisor. We use eMoney as our financial planning software and share with you what we have learned through our experience as users.

Are we OK?Are we on a good path to meet our goals?What are your questions?Let's Find Your Answers Together.Follow the link in the comments.#financialplanning #financialplanningtips #beratungadvisors #retirementplanning #taxplanningstrategy #taxes2024 #financialplan #financialtips #beratung

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In the first class of eMoney Masterclass 105, our CEO Greg Furer introduces the next class of using eMoney to present to clients.Don’t want to miss a tip of the week? Send me a message and we can sign you up for our “eMoney Tip of the Week” email list. We would love to hear if you have a better way of using eMoney or if this tip helped you. Leave us feedback in the comments!https://lnkd.in/dDBJntby #eMoneytipoftheweek #financialplanning #emoney #beratung #beratungadvisorsBeratung Advisors is not affiliated with eMoney Advisor. We use eMoney as our financial planning software and share with you what we have learned through our experience as users.

Have you missed any of our e-money or financial planning tip of the week videos? Wish you could find them all in one place?Click on the link below to access all of our videos and watch them today!https://lnkd.in/e9Hhmxn4#FinancialPlanning #FinancialEducation #InvestingTips #FinancialLiteracy #MoneyManagement

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Leadership isn't just for a select few, it's for everyone!No matter your background or experience, you have the power to make waves and lead the pack!To hear more about Sarah’s leadership journey, click the link in the comments to learn more.#beratungadvisors #leadership #leaderhhipisinfluence #everyoneisaleader #leadershipjourney #femaleleader #growth #liveyourcorevalues

Am I on track to pay for my child's college education?Planning for your child's education can be a daunting task, but we can provide personalized strategies that align with your goals, ensuring a bright future for your loved ones.Let us help you find out if you are on track.Send us a message to get started today!#CollegeSavings #EducationPlanning #FinancialGoals #InvestInTheirFuture #SmartInvesting #FuturePlanning

In this next class of eMoney Masterclass 104, our CEO Greg Furer reviews how to build some more of the common techniques within your client's financial plan.Don’t want to miss a tip of the week? Send me a message and we can sign you up for our “eMoney Tip of the Week” email list. We would love to hear if you have a better way of using eMoney or if this tip helped you. Leave us feedback in the comments!https://lnkd.in/e5z3QVSU #eMoneytipoftheweek #financialplanning #emoney #beratung #beratungadvisorsBeratung Advisors is not affiliated with eMoney Advisor. We use eMoney as our financial planning software and share with you what we have learned through our experience as users.

Today we honor those that have served our country, those that currently serve our country, and the families that support them!You have made sacrifices being away from family, missing holidays with loved ones, risking your lives so that we can enjoy the freedom, peace prosperity our security provides!THANK YOU!