Brightworth Update July 2021

The July 2021 Update

Investments

As the world has been moving into the recovery phase of the Covid-19 global pandemic, economies and financial markets are adapting to a new reality. Supply chain disruptions are wreaking havoc with pricing. The employment picture is improving but at an uneven pace. Uncertainties surrounding taxes are at the top of investors’ minds. Despite these concerns, financial markets appear resilient as stocks hit multiple new all-time highs throughout the quarter. What a difference a year makes!

Second Quarter Investment Commentary

Continue reading for our Atlanta clients

Second Quarter Investment Commentary

Continue reading for our Charlotte clients


 

building your wealth inside corporate america

Building Your Wealth Inside Corporate America

In between the barrage of emails, texts, business travel, conference calls, weekends, vacations, and kids’ soccer games, how do you find the time to build wealth and pay attention to your money? If you don't know, then you need to read this book.

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group of professionals listening to presentation

Building Your Wealth at Salesforce

Understanding the “ins and outs” of Salesforce's compensation and benefits plans is absolutely critical to making wise decisions, maximizing the options presented to you, and putting the pieces of the puzzle together into one coordinated strategy. It will help put you on a better path to achieving your financial and life goals.

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observation from the pier

Planning for Retirement: Retirement Observations

Although the classic image of retirement is a life of financial security and leisure, many of us have seen a less positive side of retirement as well.

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social security

Know the Key Ages for Your Social Security Decisions

The best timing for the decision to start benefits will ultimately depend on factors unique to your situation, such as life expectancy, continued work plans in retirement, and other cash-flow sources.

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Webinars

business man looks at tablet

Fractional Management: Adding Transaction Value With a Part-Time CFO

Mike Quinlan is joined by Don Bravaldo and Karen Reynolds to discuss the fractional management concept and the fractional CFO duties performed to add value to the transaction.
 
 

 

Upcoming Events and Seminars

Which Pension Is Right For Me?

If you are fortunate to have a company-provided pension, you will be faced with one of the biggest decisions you’ll ever make about your retirement – which pension option to choose. Join financial experts Tom Presley and Josh Monroe for a concise, 30-minute webinar as they share perspectives and experiences on how to make this critical financial decision for your pension and your retirement. 

Watch live on August 13 at 4 p.m.

Speakers: 

Tom Presley, CPA, CFP®, PFS
Josh Monroe, CFP®, CIMA®
Lisa Brown, CFP®, CIMA®, GFP (USA)

Register Here

Seminars for Dental Professionals

Our seminars for dentists are jam-packed with information you can use to boost profits, reduce stress, plan for the future, and more. Each of our programs offers you a variety of content-rich courses in a casual setting - with plenty of opportunities for Q&A with our experts.

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See featured seminars below.


 

Foundations for Financial Success

Orlando, FL
September 16-17, 2021

K. Warren Poe, Jr., CFP®

Foundations for Financial Success: Couples Seminar

Charlotte, NC
November 5-6, 2021

Jeffrey Harrell, CFA
Jason Cross, JD, CFP®, CTFA Thomas Farmer, CFP®, C(K)P®

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Foundations for Financial Success

Park City, UT
February 3-4, 2022

K. Warren Poe, Jr., CFP®

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Solutions for Financial, Tax, and Business Success

Palm Beach, Aruba
February 14-18, 2022

Jeffrey Harrell, CFA

Learn More


 

The Business Owner Transition Academy

Registration is open for classes starting in September

The Business Owner Transition Academy is a six-session program for business owners to learn how to prepare and exit their business when they are ready. Click here to learn more about the program.

Fill out the form below to save your seat! 

Ownership share
Annual EBITDA in $US
What do you hope to achieve by enrolling in this course?

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