Insights
I've got valuable information and resources to share. Explore away! And check back often.
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Have a fun and memorable 4th of July celebration!
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Have a fun and memorable 4th of July celebration!
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Cheers to One Year!! So thankful to celebrate the anniversary of my practice and supporting individuals/businesses in the entertainment industry with so many wonderful faces! Thank you to all who came out, as well as all those who wanted to but couldn't. Your support means the world to me and I can't wait to see you all again to celebrate next year.
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Cheers to One Year!! So thankful to celebrate the anniversary of my practice and supporting individuals/businesses in the entertainment industry with so many wonderful faces! Thank you to all who came out, as well as all those who wanted to but couldn't. Your support means the world to me and I can't wait to see you all again to celebrate next year.
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Dads are our favorite storytellers, first coaches, master grillers, advice-givers and fixers of all the things. For all this and more, we love you. Happy Father’s Day!
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Dads are our favorite storytellers, first coaches, master grillers, advice-givers and fixers of all the things. For all this and more, we love you. Happy Father’s Day!
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To all who served and sacrificed for our freedom, thank you.
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To all who served and sacrificed for our freedom, thank you.
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Some of the best advice comes from Moms. To all moms and mother figures, happy Mother’s Day!
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Some of the best advice comes from Moms. To all moms and mother figures, happy Mother’s Day!
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Not sure what to do with your tax refund? You could spend on something fun or you could put the money toward a financial goal. Here are some ideas to consider.
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Not sure what to do with your tax refund? You could spend on something fun or you could put the money toward a financial goal. Here are some ideas to consider.
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Last chance! There's still time to register for this free event! Don’t miss our free online workshop, Rethinking Retirement Tax Planning, on Sunday March 10th at 12pm with expert Ed Slott for strategies to minimize or eliminate taxes in retirement and beyond. No products will be sold. https://connect.thrivent.com/jason-obermeier/events?event=82095 Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures. #durham #chapelhill #raleigh #wakeforest #northcarolina #seminar #freeworkshop #workshop #event #financialservices #financial #financialadvisor #retirementplanning #retirement #strategy #taxes #lunchandlearn
![Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/256/b87d4e9341704b528b9de32d80c65127.jpg)
Last chance! There's still time to register for this free event! Don’t miss our free online workshop, Rethinking Retirement Tax Planning, on Sunday March 10th at 12pm with expert Ed Slott for strategies to minimize or eliminate taxes in retirement and beyond. No products will be sold. https://connect.thrivent.com/jason-obermeier/events?event=82095 Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures. #durham #chapelhill #raleigh #wakeforest #northcarolina #seminar #freeworkshop #workshop #event #financialservices #financial #financialadvisor #retirementplanning #retirement #strategy #taxes #lunchandlearn
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Hurry, last chance to attend this free event! Discover what key steps you need to take to help ensure your financial stability. Save your seat today! https://bit.ly/42NVqtB No products will be sold. #wakeforest #northcarolina #free #event #workshop #thrivent #financial #business #entrepreneurship #financialadvisor #retirement #strategy #retirementplanning #raleigh #durham #chapelhill
![Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/256/cd4e3ddd2df1411b9fcb383a4252e87a.jpg)
Hurry, last chance to attend this free event! Discover what key steps you need to take to help ensure your financial stability. Save your seat today! https://bit.ly/42NVqtB No products will be sold. #wakeforest #northcarolina #free #event #workshop #thrivent #financial #business #entrepreneurship #financialadvisor #retirement #strategy #retirementplanning #raleigh #durham #chapelhill
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Another free event alert for Raleigh/Durham folks! I will be hosting a free 'brunch & learn' watch party event, title "Rethinking Retirement Strategies: with guest speaker Ed Slott." Come enjoy some food while we watch this lively & entertaining video event! Learn effective ways to manage your retirement accounts, RMDs and the importance of beneficiary planning which can help loved ones minimize taxes too. Sunday March 10th, 12 - 1pm St. Paul's Lutheran Church, Fellowship Hall 1200 W Cornwallis Rd, Durham, NC 27705 Please RSVP by Friday March 8th. We look forward to seeing you there! https://connect.thrivent.com/jason-obermeier/events?event=82095 No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures. #durham #stpaulsdurham #raleigh #financialadvisor #freeworkshop #seminar #event #lunchandlearn #retirementplanning #retirement #strategy #chapelhill #wakeforest #northcarolina
![Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/256/12273894b65d49438e691809354e513b.jpg)
Another free event alert for Raleigh/Durham folks! I will be hosting a free 'brunch & learn' watch party event, title "Rethinking Retirement Strategies: with guest speaker Ed Slott." Come enjoy some food while we watch this lively & entertaining video event! Learn effective ways to manage your retirement accounts, RMDs and the importance of beneficiary planning which can help loved ones minimize taxes too. Sunday March 10th, 12 - 1pm St. Paul's Lutheran Church, Fellowship Hall 1200 W Cornwallis Rd, Durham, NC 27705 Please RSVP by Friday March 8th. We look forward to seeing you there! https://connect.thrivent.com/jason-obermeier/events?event=82095 No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures. #durham #stpaulsdurham #raleigh #financialadvisor #freeworkshop #seminar #event #lunchandlearn #retirementplanning #retirement #strategy #chapelhill #wakeforest #northcarolina