💃🏻 Gracias to everyone behind @SERLatinoSummit Conferences can help develop thoughts on strategies, operations, CE credits … but none ignite a greater sense of purpose with soul-fulfilling connections like SER. It’s truly a gathering that must be experienced 🪄 🔥

Let’s go 💥

THE LOS ANGELES DODGERS ARE THE 2024 NATIONAL LEAGUE CHAMPIONS!

WHERE ARE WE GOING, TEO? #WorldSeries

You ready, LA? #WorldSeries

Bases loaded, two outs, Game 1 of the World Series. A hobbled Freddie Freeman hits a walk-off grand slam. Sound familiar?

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Quoted last week InvestmentNews around the timing of harvesting gains / losses for pre / post TCJA environments - assuming the sunset Thanks Gregg Greenberg and Kendra Galante for the opportunity to weigh in investmentnews.com/tax/the-trump-… #TCJA #Tax #FinancialPlanning #Investments

#BairVlog - Monthly Update November 2024 youtu.be/AKsAO9vgPGg?si… via YouTube

On this Veteran's Day, we pause to honor and thank the brave service members who have served our country. Your dedication and sacrifices have paved the way for the freedoms we enjoy today. #VeteransDay #HonorOurHeroes #BairFinancialPlanning

Yesterday was spent reflecting on the year that was and brainstormed a design for the year to come We are blessed to have a team energized by the process of sharpening our steel to enhance our client experience for the families who have trusted us with the honor to be their team

💰 Tax Season Reminders! 💰 📌 1099s are arriving: Retirement (1099-R): Now Consolidated 1099s : Late Feb – mid-March 📌 QCD donations? Make sure your tax pro reports them correctly! 📌 Early Retirement Offers? Let’s run the numbers before you decide. instagram.com/reel/DF58p-WCF…

Anyone coming to San Diego this coming week for The American College of Financial Services Horizons Conference? I will be attending and look forward to connecting with those coming out to my SD backyard. See you there 🫡

Not too often you “travel” to a conference and see your home in the skyline from the hotel. Excited to start #Horizons2025 put on by The American College of Financial Services in the far away land of Coronado. #RetirementPlanning

Aztec roll call - where my fellow alumni at?!?! #GoAztecs #MarchMadness

UCSD vs Michigan… wow 😳

Congratulations to our CIO Jim Worden for being named to Markets Group 2025 Elite Private Wealth CIOs list! 🎉 Check out the full list here: marketsgroup.org/2025-elite-pri…

Tonight we had a blast hosting the trusted professionals who help us better serve our clients. We take pride in introducing vetted specialists in areas beyond our scope— because financial planning requires a strong network. Thanks to those who came out. More pictures to come!

🌈Happy Pride Month! 🎓Congratulations to all the recent Graduates, 📞Need a referral to another professional or service provider? #Pride #Pride365 #LGBTQ+ #DiversityEquityInclusion #DEI #Graduation #EstatePlanning 🏳️‍🌈🏳️‍⚧️ youtu.be/rlU0W6YMEq4?si…

Wheels up for the SER Summit for Latinos in FinServ … see you in Chicago ✈️