Sam Rook (@byte_sized_blog) 's Twitter Profile
Sam Rook

@byte_sized_blog

once I was a bank PM. Founding Partner @ Bird's Eye Wealth
aspiring CFPer
I might know some people at Q Wealth

ID: 232235916

linkhttp://www.birdseyewealth.com calendar_today30-12-2010 16:11:42

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Sam Rook (@byte_sized_blog) 's Twitter Profile Photo

This is Terry's usual great info for cross-border impact from section 899 of the BBB. Nothing is official yet as the bill has not passed (and may not) but planning requires thinking ahead

Sam Rook (@byte_sized_blog) 's Twitter Profile Photo

This was a great post. This is exactly why I wholeheartedly believe the future of advice includes behavioral work as a key part of the advisors job

Q Wealth Partners (@qwealthpartners) 's Twitter Profile Photo

𝗖𝗮𝗻𝗮𝗱𝗮 𝗗𝗮𝘆 𝗶𝘀 𝗮𝗯𝗼𝘂𝘁 𝘁𝗼 𝗴𝗲𝘁 𝗮 𝘄𝗵𝗼𝗹𝗲 𝗹𝗼𝘁 𝗰𝗼𝗼𝗹𝗲𝗿... 👀 Stay cool this long weekend… we have a big reveal that's just around the corner 🇨🇦

𝗖𝗮𝗻𝗮𝗱𝗮 𝗗𝗮𝘆 𝗶𝘀 𝗮𝗯𝗼𝘂𝘁 𝘁𝗼 𝗴𝗲𝘁 𝗮 𝘄𝗵𝗼𝗹𝗲 𝗹𝗼𝘁 𝗰𝗼𝗼𝗹𝗲𝗿... 👀
 
Stay cool this long weekend… we have a big reveal that's just around the corner 🇨🇦
Q Wealth Partners (@qwealthpartners) 's Twitter Profile Photo

In case you missed the big news: The Canadian “Great White North” Lounge is returning to@FutureProof_HQ 2025! 🇨🇦 Our fourth Canadian Lounge at Future Proof Festival happening September 7–9, 2025, in Huntington Beach, California. 🎟️ Secure your spot now: bit.ly/3Iar52h