The Real Estate Council of Greater Fort Worth’s Post

NEW FACES. NEW ROLES. ONE HUGE VISION 💥 We're halfway through the year, and our CPW team continues to go from strength to strength. 💪 Throughout the six months, we've welcomed 20 new brilliant faces, and made a string of significant promotions. These promotions are an important step in continuing to give our people more recognition and more opportunity for development. Our aim is for Cooper Parry Wealth to become renowned as the employer of choice in financial planning, attracting the best talent and feeding into our Five Year Vision: to create the UK’s biggest and best ‘proper’ financial planning firm. We’ll get there by creating an extraordinary experience for our clients and we’re setting the bar high. And we’re going to achieve it all while balancing purpose with profit. Using CPW as a B Corp Certified force for good – for our people, clients, communities and planet. To read more about the team and promotions, click here: https://lnkd.in/e4P54YZw #Congratulations #Team #Promotions #FinancialPlanning #BCorp #People

Really looking forward to attending Property Week in a couple of weeks - if you're going to be there it would be great to catch up, but also make sure you check out our talk! Paul and Tuely will be sharing the stage with three industry experts to demonstrate the power of data-driven decision making. Find out more about the panelists who are joining us by swiping. ➡️ Learn more about using StudentCrowd to make data-driven decisions - link in the comments! ⬇️ #propertyweek #studentaccommodation #pbsa #highereducation

You're invited to join Wayne Readshaw at one of two locations for a hearty breakfast or lunch, taking place on the 2nd May. Agenda: ☑️ The growing opportunity for Inheritance Tax planning (IHT), ☑️ Discussions around the scenarios where Business Relief solutions may be a useful tool for both retail and corporate clients. To ensure you leave with valuable takeaways to share with clients, Wayne will: ☑️ Summarise the key features, benefits and risks of some of the investment solutions offered by Blackfinch. ☑️ This will include both the Blackfinch Adapt IHT Service & Blackfinch Adapt AIM ISA Portfolios. ☑️ How our Thrive Corporate Management Service (CMS) can provide a solution for those who have excess cash in a business that could be working harder for them, ☑️ Retaining/qualifying for Business Relief and Business Asset Disposal Relief (formerly known as Entrepreneurs’ Relief). Head of AIM Investments, Chris Swanepoel, CFA, will also be on hand to share his insights. Register below and please submit your menu choices for one of these upcoming events. We look forward to seeing you there! 📍 Gerrards Cross breakfast: https://lnkd.in/eTRnFJhR 📍 Bicester lunch: https://lnkd.in/euUissEv #InheritanceTax #IHT #IHTPlanning #EstatePlanning #TaxEfficientInvesting #EstateManagement #LegacyPlanning #TaxSavings #RetirementPlanning #CPDevents Don't invest unless you’re prepared to lose all the money you invest. This is a high risk investment and you are unlikely to be protected if something goes wrong. Take 2 mins to learn more: https://lnkd.in/erST2izC

BLOOM is in full swing! Watch our introductory video that features CFSA Staff and Trustees sharing what excites them most about our new strategic plan! 🌸 Learn more about BLOOM at cfsaz.org/bloom

Check out this GREAT Conference if you are a wealth management professional!

Working with other local businesses is a great way help one another out and boost referrals. Yesterday we hosted a thatch seminar to give an insight on the rules and regulations of thatch properties. 🏘️📝 #workingtogether #supportinglocalbusinesses

A Networking and Rapid-Fire Workshop with Expert Insights: Immerse yourself in an evening filled with food, drinks, networking, and invaluable insights from industry professionals. Kick off the night with vibrant networking opportunities and round off with an enlightening Q&A session. "Tapping into San Diego's Goldmine: Navigating Development Incentives" -With CJ Johnson Begin your journey with CJ as he guides you through San Diego's vast landscape of development incentives. Discover how local policies, from ADUs to broader property development projects, can significantly enhance your investment strategy. Understand city programs, tax breaks, and more to unleash your property's potential and enhance your ROI. "Building Financial Foundations: Multi-Family Property Economics" With Anthony Ramirez Transition into the nitty-gritty of multi-family property economics with Anthony. Delve into cost structures, explore potential income avenues, and grasp strategies to achieve optimal profitability in your real estate ventures. "Maximizing Returns: An Introduction to the 1031 Exchange" With Lance Growth Conclude the sessions with Lance, who elevates the financial conversation by introducing the power of the 1031 Exchange. Learn how to leverage this strategic real estate tool for unmatched tax benefits and maximize your investment returns. Join me at here! https://lnkd.in/gpzR_U2C

From mandatory buyer’s representation agreements to a need for MLSs to evolve, the new normal will be a learning process for real estate professionals. #RISWebinar #WebinarRecap #BusniessDevelopment

Have you delivered valuable outcomes to your community despite budget constraints and fewer resources? If you have, you should enter The MJ Awards and gain recognition for your achievement. Entering is free and easy - just click here https://lnkd.in/eGxcjiCv Sponsored by IMPOWER Consulting #MJAwards

✨ Did you know it's 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗠𝗮𝗸𝗲-𝗔-𝗪𝗶𝗹𝗹 𝗠𝗼𝗻𝘁𝗵? Last August, over 70k people used this online estate planning tool from FreeWill to create their plans and support the causes they love. Join them and use this month as an opportunity to check this important item off your to-do list. #StartYourLegacy ➜ https://bit.ly/3OxucC5