Start 2025 off with Financial Empowerment 💰️⚡️💡 Our #ArtsFinanceEmpowermentCamp (AFEC) is an interactive cohort learning program for individual arts workers, administrators, managers, and board members. This series is led by Yesenia Sanchez, Intersection’s Executive Co-Director, who has over 20 years of experience working with artists and arts organizations in many capacities. We explored financial literacy in Series 1. Now join us for Series 2, where we explore financial strategy and planning and give you budgeting and financial management tools to support your financial goals. Work alongside a cohort of twelve other participants and learn how to plan for financial growth. Please note that this course does not focus on fundraising, but instead best practices for financial management. By the end of this series, participants will be able to… 〰️Identify how good budgeting contributes to fiscal health and financial management 〰️Implement best practices for basic organizational budgeting 〰️Explore tools and models for different ways of budgeting based on organizational goals 〰️Understand the difference between a budget and cash flow projections 〰️Use a cash flow management tool SERIES 2 - PROGRAM INFO: 10 am - 1 pm PST via Zoom & in-person in SF Thursdays, Jan 23, Jan 30, Feb 6, Feb 13, Feb 20 Optional, add-on: 1-hour of 1:1 coaching with Yesenia via Zoom Maximum 12 participants per cohort Sign up via link in bio or theintersection.org/afec! AFEC is part of our new #ArtistEmpowermentProgram, launched for 🎉 Intersection’s 60th Anniversary. 💸 Need assistance paying for AFEC? Discounted rates are available on an as-needed basis. Learn more by emailing sloane@theintersection.org. This program is also eligible for a Quick Grant from CCI Arts. Apply for their grant before December 15. More details on the CCI Quick Grant here: https://lnkd.in/gr-k8si
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🚀 Exciting News! Roots to Froots officially launched the Learning Hub during our live event on January 13th, and the response has been phenomenal! 🌐💼 Feedback from our session: "Thank you so much for this session, was really beneficial, we have downloaded the workbook and budget planner, so we are going to get using." Missed the live session? No worries! You can catch up on all the valuable insights by visiting our Learning Hub here: https://lnkd.in/e9vsq34z Embark on a transformative journey towards financial empowerment with Roots to Froots. Our Learning Hub provides you with a wealth of valuable digital tools and resources meticulously designed to elevate your financial journey. In Our Financial Confidence Package, you'll discover: 📊 Roots to Froots Budgeting Tool + How it works video: Effortlessly navigate your financial landscape with our exclusive Roots to Froots budget template. Whether it's personal finances or managing the complexities of a household budget, this template, structured with monthly tabs, is your steadfast companion. It empowers you to take control and make informed financial decisions. 📘 Roots to Froots Financial Confidence Workbook: Unveil the secrets to mastering the art of budgeting and financial goal setting through our comprehensive Financial Confidence Workbook. This resource is crafted to guide you through practical techniques, ensuring you not only create but also maintain an effective budget tailored to your unique financial aspirations. Dive deep into the strategies of setting realistic financial goals and gain insights on tracking your progress with precision.Presentation Slides & Recording 🎤 Access to Getting Your Financial Confidence on in 2024 Recorded Webinar: Revisit the enriching content shared during our live session on January 13th through the provided presentation slides. Gain a recap of key insights, tips, and strategies shared during the session. Let these resources be your guide as you embark on a journey towards greater financial confidence and success. https://lnkd.in/eZTi_NMv #FinancialConfidence #RootstoFroots #LearningHubLaunch
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People have been asking, ‘What exactly is The Financial Planning Club?’ Well, let me break it down for you! The Financial Planning Club is a community specifically designed for financial planning profession who are serious about growth, accountability, and staying ahead in a fast-changing industry. We have two ways for you to get involved: 1. Free Community – Open to all financial planning professionals. It’s a space to connect, share insights, and build a support network with like-minded peers. 2. Paid Club Community – For owner-managers who want more. Here’s where we get serious: one-to-one consultancy tailored to your business, direct access to industry experts, and exclusive invitations to workshops and events. This is about pushing your business forward and keeping you on track. Whether you’re looking for support or targeted business guidance, there’s a place for you here. We’re here to connect, collaborate, and empower you to take your business further. Ready to join us? The Financial Planning Club Lee Old Amanda Ford
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🌟✨ No planner is as knowledgeable as planners working together. 🌿💼 We've just unveiled an enlightening article about our journey and mission at the Academy of Life Planning. Dive deep into what makes our Academy a beacon of transformation, empowerment, and collective wisdom in the financial planning landscape. 🌍💡 Discover how we're revolutionising the field with: Holistic Financial Planning 🔄🧘 Leveraging cutting-edge theories 🎲🔗 A global community of like-minded professionals and enthusiasts 🤝💬 This isn't just about numbers; it's about crafting a life filled with purpose, growth, and financial well-being. 🚀💖 Whether you're navigating the path of personal financial planning or guiding others on their journey, there's something in here for everyone. Read, reflect, and join the conversation as we explore together the innovative practices that set us apart. Your insights and experiences are what make our community thrive. 🌱📈 Let's continue to light the way for a brighter, more informed future. 🔦📚 👉 https://rfr.bz/la0hfrm Embrace the journey. Let's make it a remarkable one! 🌈✨ #AcademyOfLifePlanning #Lamplighters #FinancialWellness #HolisticGrowth #TogetherWeThrive
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A huge thank you to Alex Lauder for generously giving his time to deliver an inspiring and engaging session titled "Is Financial Planning Fun?" for students in Leeds aged 11–16! 🙌 💷 As a freelance Financial Consultant, Alex showed us that financial planning is more than just numbers—it’s the key to unlocking dreams and achieving your goals. He broke down the essentials of budgeting, saving, and spending in ways that were relatable and empowering for young people to apply in their daily lives and future ambitions. By sharing his expertise, Alex helped spark meaningful conversations about financial literacy—conversations that we hope will continue at home and in classrooms, encouraging students to see managing money as a fun and crucial life skill. In this clip, Alex explains what financial planning is and, just as importantly, what it isn't. Opportunities like this make a real difference. 💻✨ Are you a school or MAT interested in arranging similar inspiring talks for your students? Find a volunteer mentor local to you to speak to your class today > https://lnkd.in/gY5R6CuG Abbey Multi Academy Trust | Wellspring Academy Trust | The GORSE Academies Trust #SkillsForSuccess #CareerPathways #EdTech #TeachingResources #StudentSuccess #CareerGuidance
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Hey Financial Planners! 👋 Tired of the old, broken model where clients just hand over their assets and hope for the best? 😒 It's time for a change. The future of financial planning is all about empowering clients to take control of their own finances. 🧠💪 Enter HapNav - The Happiness Navigator! 🎉 This revolutionary tool gives your clients the power to be their own wealth managers. No more blindly trusting the so-called "experts" to dip into their hard-earned money for fees. 🙄 With HapNav, your clients will: 🔹 Increase their financial literacy 🔹 Activate their financial potential 🔹 Gain true agency and control over their finances 🔹 Fully own their financial planning process It’s time to trust in personal power and financial ownership. It’s the way things should be. 🌟 Join the revolution and start equipping your clients with HapNav today. Because giving them the right tools is just the beginning of a financially empowered future. 🚀 Join our HapNav Mastery course starting 17th July! 📅 It's time for the era of financial empowerment to begin. 🏆 👉 Check out the full blog and sign up here. https://bit.ly/4cnHQ3W #FinancialFreedom #TakeControl #HapNav #DIYFinance #Empowerment #FinancialIndependence
HapNav Mastery | Training and Support for Self-directed Financial Planners
http://academyoflifeplanning.blog
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To my fellow BIPOC children of immigrants. Be honest... did you grown up feeling the constant pressure to succeed throughout your life? I know I did! Whether it was preparing for a class presentation or an interview, there was always this gnawing feeling that I couldn’t afford to fail. I’m not just talking about forgetting to study for a test and getting a bad grade. I’m talking about: ✋🏽 Working twice as hard on a project just to be noticed or perhaps seen as just as talented as the rest of my colleagues. ✋🏽 Documenting everything I achieved and preparing to defend myself in meetings—not because I wanted to, but because I had to. ✋🏽 Starting my own business and feeling like I was carrying not just my own dreams but my family’s hopes, sacrifices, and expectations, too. While this pressure shaped me, it also taught me this: preparation is power. And in times of uncertainty, preparation is everything. So my friends, to help you prepare for the year ahead, we’re kicking off our 2-day Reclaim Your 2025 workshop TOMORROW. If you've attended my quarterly or annual planning sessions before, you know this tool and process I share is GOLD. I've taken my decade of experience in financial planning, forecasting, and modeling and applying it to your coaching and consulting practice. On Day 1, I'll guide you in creating a clear outline for your 2025 financial goals AND on Day 2, I'll give you direction on your daily actions so you know how to hit those goals. With the social, political, and economic chaos that is bound to come in 2025, this is the time for you to prepare and feel ready to navigate whatever comes your way from a place of power—not fear or pressure. There is still time to sign up for the 2 day workshop! We meet LIVE tomorrow at 10 am PT/1 pm ET. Register for the Zoom link here --> https://lnkd.in/guteVA9A
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I've been on LinkedIn for almost 20 years. A new trend I'm seeing is a lot of financial planning professionals writing posts or adding videos explaining the difference between financial planning and financial advice. If you didn't know the difference, it’s a fantastic way to educate the public and highlight the value of deep engagement with a financial planner. Many of these posts or videos get a few dozen views, and some stretch to a few hundred. While that’s great for contributing to the overall financial planning profession, the impact for the individual planner could be so much bigger. Imagine, instead of just a post or a video on LinkedIn, you wrote a book. A book that goes deeper, showcases your expertise and allows you to share in-depth case studies. A book that not only explains the difference between planning and advice but also illustrates it in a way that resonates with people’s real-life challenges and aspirations. Here’s why a book has such a profound impact: You'll reach more people - Unlike a video that gets buried in timelines, a book lives on bookshelves, desks and coffee tables. It becomes a long-lasting and valuable resource. You'll build authority - A book positions you as an expert at what you do in a way that few other mediums can. You'll start meaningful conversations - Hand it to a prospect or professional introducer and watch how the dynamic changes. You’re no longer just another adviser - you’re the expert who literally wrote the book on it. Hey, you'll even get invited as a guest on other people's podcasts - expanding your reach even further. LinkedIn posts and videos are a great start, but writing a book is how you truly stand out. It’s how you take your financial planning expertise and use it to make an even bigger impact - not just on your business, but on the people who need your help. If you’ve ever thought about writing a book, but were unsure how to get started - let’s talk. 2025 could be the year you unlock your expertise and dramatically elevate your reach. Our financial adviser book writing programme begins in January. Yes - it's a course specifically designed for financial advisers - and planners. What’s stopping you?
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Are you ready to elevate your financial acumen? Don't miss this golden opportunity to join our exclusive, no-cost online training on Profit Planning & Budgeting, led by the esteemed expert, Elshan Rahimov. Who Should Attend? - Aspiring Entrepreneurs: Forge your path with robust financial strategies. - Ambitious Professionals: Propel your career by mastering your finances. - Anyone Seeking Financial Improvement: Enhance your life through better financial management. Why This Training Is A Must: - Direct Access to Experts: Elshan Rahimov brings a treasure trove of knowledge from his extensive career in finance. Learn firsthand from a pro who has mentored countless individuals and businesses to financial success. - Practical, Actionable Insights: Walk away with valuable strategies and techniques that you can implement immediately to optimize your financial planning and budgeting. - Empowerment for Action: Boost your confidence in financial decision-making with tools and insights that empower you to secure and grow your wealth. Act Now! Slots are filling fast! Secure your spot in this transformative session and start your journey toward financial mastery today. 📞 Contact us: +971 50 504 41 08
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🚀 Ready to take your financial planning game to the next level? Join us at the 53rd Annual FPA NorCal Conference 2025 in San Francisco on May 27 & 28th! Early Bird pricing starts December 2nd for FPA members and December 16th for non-members! Here’s why you don’t want to miss it: Elevate Your Practice: Learn new strategies to deliver cutting-edge services, strengthen client relationships, and tailor your business approach to the ever-changing landscape of success in 2025 and beyond. Elevate Your Impact: Financial planners play a pivotal role in guiding their clients' future success by fostering trust, designing personalized solutions, and driving transformative outcomes. Elevate to Innovate: Stay at the forefront of the industry by exploring emerging trends in technology, financial products, and services so you can help shape the future. Elevate Your Expertise: Hone your professional skills with early knowledge of the latest financial trends, regulatory updates, and best practices that will keep you at the head of the industry. Elevate Together: A rising tide lifts all boats. Collaborate, connect, and engage with a network of diverse peers, and build strong communal ties that drive success across the financial planning industry. For over 50 years, we have been committed to delivering cutting-edge education, professional development, and industry insights that help shape the future of financial planning. We look forward to welcoming you to #FPANorCal2025, where your financial planning journey will be elevated to the next level! #ElevateYourImpact #FinancialPlanning #ProfessionalGrowth
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Are you ready to elevate your financial acumen? Don’t miss this golden opportunity to join our exclusive, no-cost online training on Profit Planning & Budgeting, led by the esteemed expert, Elshan Rahimov. Who Should Attend? - Aspiring Entrepreneurs: Forge your path with robust financial strategies. - Ambitious Professionals: Propel your career by mastering your finances. - Anyone Seeking Financial Improvement: Enhance your life through better financial management. Why This Training Is A Must: - Direct Access to Experts: Elshan Rahimov brings a treasure trove of knowledge from his extensive career in finance. Learn firsthand from a pro who has mentored countless individuals and businesses to financial success. - Practical, Actionable Insights: Walk away with valuable strategies and techniques that you can implement immediately to optimize your financial planning and budgeting. - Empowerment for Action: Boost your confidence in financial decision-making with tools and insights that empower you to secure and grow your wealth. Act Now! Slots are filling fast! Secure your spot in this transformative session and start your journey toward financial mastery today. 📞 Contact us: +971 50 504 41 08
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