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Forbes Finance Council Members Announce New Partnerships, Bookkeeping Services and More

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Forbes Finance Council members continue to provide innovative financial services and tools to help everyone from startup founders to soon-to-be retirees make smart financial decisions. Not only that, they are also partnering with local nonprofits to give back to their communities and expanding with new locations. Below, we highlight five members and their big news.

Scott Bishop Launches Latest Retirement Survival Guide

Scott Bishop

Scott Bishop, executive vice president of financial planning at STA Wealth Management, is excited to share that the most recent version of his Retirement Survival Guide received many accolades and wonderful reviews when it was presented to the Houston CPA Society at its Personal Financial Planning Annual Conference. The guide received a rave review and a forward for the upcoming 2018 edition from nationally acclaimed IRA and retirement guru Ed Slott, CPA. Take a look at the forward and a diagram of the R.I.T.E. plan here.

Says Bishop: “Most financial advisors have been taught to help clients accumulate and grow their wealth. As both a CPA and CFP, with the acceleration of the baby boomer retirement, I have been working for years to increase my knowledge in tax efficient retirement distribution strategies for near or current retirees. I believe that having a tax management/minimization plan can reduce the tax drag on many retirement distribution plans, especially with so much wealth being accumulated in pre-tax IRA and 401(k) plans.” Scott also presenting this Webinar highlighting the Retirement Survival Guide to the Financial Planning Association in July 2018

Elite Insurance Partners Announces Partnership With Wheelchairs 4 Kids

David Haass

Elite Insurance Partners recently announced its partnership with Wheelchairs 4 Kids to support and bring awareness to this organization. Led by co-founder David Haass, Elite Insurance Partners is a Medicare learning resource center for all Medicare beneficiaries.

Wheelchairs 4 Kids is a Florida-based nonprofit organization dedicated to improving the lives of children with physical disabilities. Elite Insurance Partners & MedicareFAQ is proud to be a sponsor of its upcoming event, Wheely Good Time. Read more about the event here.

botkeeper Announces Free Bookkeeping Service for Startups

Louie Balasny

On July 10, robotic bookkeeping solution botkeeper announced the launch of its free bookkeeping service for startups – botkeeper Free. botkeeper Free is the first-ever service of its kind and is designed to meet the needs of recently-launched, often resource- and cash-strapped startup companies. Louie Balasny is managing director at botkeeper.

For the first time ever, professional, automated bookkeeping services are available for free,” says founder and CEO Enrico Palmerino. “Offering a cost-free service was a major botkeeper goal as we strive to support the startup community that is continuously bringing breakthrough products and services to market that in many cases are upending complete industries.”

Read more about this exciting news here.

sweetFrog Opens Two New Locations in Reno

Patrick Galleher

Patrick Galleher, CEO of sweetFrog, is proud to report that his company is expanding its reach in Reno, NV with two additional locations previously operated by U-Swirl. Co-owners Larry Copponi and Gary Ricco have a proven track record at their two existing locations in Reno and Sparks. These two additional locations were reopened on July 1, 2018 in South Reno.

“We’re a growing franchise on the fast-track to becoming a household name nationwide,” says Galleher. “We offer the tastiest summer treat out there, and there’s nothing we like more than giving our loyal customers a place to celebrate family. We expect Larry and Gary to continue their growth and success in Nevada through more acquisitions and rebrands.”

Read more about this exciting news here.

Summit CPA Group Blog Recognized 

Jody Grunden

Congratulations are in order for the marketing team at Summit CPA Group for once again being recognized as being one of the top blogs in the U.S. next to the likes of Microsoft. Jody Grunden is co-founder and CEO of Summit CPA Group, a virtual CFO services provider.

DesignWizard recognized the blog as: “SummitCPA is translating their ambitious mission to change the way people think about accounting into their brilliantly concise blog. As a small business owner you are sure to find plenty of helpful resources in their large archive and their hands-on approach that will make it easy for you to apply your findings to your small business.”

See the full list here.

These are just a handful of Forbes Councils members’ recent exciting achievements. Read about what other members are working on here. Have news of your own to share with the community? Submit your accomplishments to our team by visiting the “get media exposure” page in your member dashboard.

 

 

 



Disclaimer:

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by STA Wealth Management, LLC), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from STA Wealth Management, LLC. Please remember to contact STA Wealth Management, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. STA Wealth Management, LLC is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. A copy of the STA Wealth Management, LLC’s current written disclosure statement discussing our advisory services and fees continues to remain available upon request.

Financial Planning and Investment Advice offered through STA Wealth Management (STA), a registered investment advisor. STA does not provide tax or legal advice and the information presented here is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters or legal issues, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice

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