🧇 The Weekly Waffle – Academy Town Hall Exposé June 7th, 2024 📅

📜 Ancient Wisdom Meets Modern Management – Really? 📜 🌞✨ Ever wondered what happens when ancient sages and modern CEOs join forces? Spoiler: it’s not a magic potion, but it’s close. 🧙‍♂️📈 Imagine a wise old philosopher and a sharp-suited CEO walk into a bar. 🍷 What do they discuss? The meaning of life? The latest stock market trends? How about a comprehensive personal development framework? Oh, the excitement! 🎉 Let’s be real. 🌍 The world is a mess. Enter holistic personal and financial growth, our supposed superheroes. 🦸‍♀️💵 Leading institutions are buzzing about blending ancient proverbs with management theories to tackle global challenges. Sounds like a tall order, right? 🏰📉 So, ready to decode the secrets of the ages and the spreadsheets of today? 🧠💼 Maybe there’s some wisdom hidden in there that can actually make a difference. 💡✨ 🧘‍♂️💰 Read more. 📈😅

Steve Conley, The Big Cheese, Academy of Life Planning 🧀

Yes, that's right. Yours truly, Steve Conley, the mastermind behind this whole operation. When I'm not busy plotting how to revolutionise financial planning, you might find me knee-deep in a good book or dreaming up new ways to challenge the status quo. 📚💡 After all, someone has to do it. Who knew financial integrity could be so exhilarating? 🎢 If you're wondering how one becomes the "Big Cheese" of financial planning, it's simple. Just mix a bit of audacity with a sprinkle of wisdom and a whole lot of questioning the norm. 🧀✨ It's a tough job, but hey, someone's gotta shake things up around here. So, whether you’re here for the enlightenment or just to see what all the fuss is about, welcome aboard. Buckle up, it’s going to be an interesting ride. 🚀

Good morning, ##firstname##!

Grab a seat, folks, because it's time for the latest episode of Friday Lunch Bunch! 🍽️ Kick back, indulge, and get your fill of news. Today, we've curated a fine selection of riveting topics. So, without further ado, here are the headlines. 😏

First up, we delve into the thrilling world of retiring Americans. 🇺🇸 Turns out, it’s not just about golf and Florida. Who knew planning your golden years could be so... golden? 🏌️‍♂️🌴 Next, the day the SEC tried to hijack financial planning. 📉💼 Because what’s a good drama without a bit of regulatory intrigue? Spoiler alert: it didn’t go as planned. Then, we tackle the delicate art of planning for SEND kids. 🎓👶 Navigating the financial maze for special educational needs and disabilities is no walk in the park. But hey, someone’s got to do it. And let’s not forget helping Gens X & Y. 📅🔄 These generations are juggling more than just their Spotify playlists. From saving for the future to surviving the present, it's a rollercoaster ride of financial acrobatics.

Stay tuned, stay sardonic, and get ready for the drama. 🎭✨

Guess what? Our beloved older Americans are STILL struggling with rising costs of food and housing. According to a new AARP survey, about 25% of folks aged 50+ expect to NEVER retire. How fun is that? 😅 Apparently, saving for retirement is hard when you're too busy paying for, you know, EXISTING. But don't worry, financial planners have got some magical solutions for sustainable livelihoods and better financial health. 🌟 Curious about the nitty-gritty? Check out this eye-opening article and get ready to be enlightened (or just mildly frustrated). 📖😬 Read more. 📈😅

Back in 1991, the American Council of Certified Public Accountants (AICPA) took on the big, bad Securities and Exchange Commission (SEC). ⚖️👊 The SEC wanted only their registered securities salesmen to use the term "financial planner." 🏢🔒 AICPA wasn't having it, arguing accountants were perfectly capable of financial planning without SEC hoops. 📊🧮 The court agreed, ruling the SEC's rule was too restrictive. 🎉 The result? Accountants and other financial pros could keep calling themselves "financial planners" without SEC registration. 👩‍💼👨‍💼 Common sense and professional freedom for the win! 🧠👏🚀 Read more. 📈😅

Traditional financial planning might just be as useful as a chocolate teapot for families with SEND children. Yes, you heard it right. 🙄 Our latest blog dives into why the usual financial advice doesn’t cut it and how the ARMed Parent Framework can actually make a difference. Spoiler alert: it involves assessing your unique situation, managing risks, and, oh, planning for long-term care—because who knew you’d need to think about the future? 🙄 If you’re tired of the same old financial nonsense that doesn’t get you anywhere, check out our new article. Trust us, it’s a game-changer.. 🧠💼 Read more. 📈😅

📊 Struggling with financial challenges? You're not alone. Recent research shows one in five 35-49-year-olds are close to or in a financial crisis. 💸 In my latest article, I share 100 practical ways to generate extra income and regain financial stability. From side hustles to financial health tips, these strategies can help you weather the storm and build a more secure future. Because who doesn't love a good side hustle when your main gig isn't cutting it? 📖💡 Read more. 📈😅

Other News:

Considering Joining Our Tribe?

Ever noticed that when clients are around your age, they're dealing with the same life stages? Retirement, business exit planning, not outliving their money, tax planning, succession planning – all that jazz. 🎢📅 It's all financial planning, not just financial advice. Think of financial planning and financial intermediation as two separate services. 📊💼 Your prospective clients are probably paying for a comprehensive service but only getting the intermediation bit, which, at their age, is about as useful as, well, you get the idea. 🙄🪙 There’s a whole lot of non-financial assets to consider: property, business assets, occupational pensions, and let's not forget human capital development. 🏠🏢🧠 There's an active retirement to live, a passive retirement to manage, and the next generation to look after. 🌟👴👵👶 Did you know regulated investments make up less than 5% of the average Brit's wealth? 📉 Yet, to advisers, it’s their whole world! 🌍 I encourage you to join us. I can show you how to do it successfully, and so can the other members of the Academy. 🚀🎓  Read more. 📈😅

Are You From Hong Kong?

Curious about setting up as a non-intermediating financial planner in Hong Kong? 🇭🇰 Our latest article breaks down the regulatory maze 🏛️ and provides a step-by-step guide to help you navigate this journey with confidence. 🚀 Because who doesn't love a good challenge mixed with some bureaucratic fun? 🙃📋 Check it out and get ready to become the financial planner Hong Kong didn't know it needed! 📈🌟  Read more. 📈😅

I’ve updated "Stand and Deliver Your Money and Your Life!" 📘✨ Now it explains how to do The GAME Plan with some key changes: links to the Google Sheet, references to Human Capital Development, and The Logic Model for quantifying people and planet benefits. 🌍📊 Plus, the Google Sheet and websites have been updated accordingly. 🚀💻 Enjoy the upgrades!  Read more. 📈😅

Events:

🌍💼 Join Us for The Financial Ecologist Session! 💼🌍

🔍 Explore the Entire Financial Ecosystem! FREE for Members! 🔍

📅 Date: June 11, 2024
🕒 Time: 3:00 PM London Time
📍 Location: Zoom

Dive deep into the 4P framework: Purpose, People, Planet, and Profit. 🌱💡

🔹 Purpose: Align your financial goals with your values and aspirations.
🔹 People: Make a positive social impact with your financial decisions.
🔹 Planet: Incorporate environmental sustainability into your financial planning.
🔹 Profit: Achieve sustainable financial growth.

Understand the social and environmental impacts of financial decisions and create a sustainable, ecologically sound financial plan. 🌳✨ By the end, you'll balance every flow and reservoir in your financial ecosystem. 🌊🏦 Don't miss out! Register now to secure your spot!

👉 Register Now: CLICK THE LINK. Join us and continue your journey to financial empowerment! 🚀 🔗 CPD Masterclass Series

Available to for members to view-on-demand afterwards on our video channel, and download the accompanying workbook.

🍷🚪 Curtain Call, Town Hall Warriors!

You’ve just survived another round of the Academy’s infamous Friday Lunch Bunch. 🏆 Scatter freely, but oh—plot twist: there's homework. Because of course, there is. 📚 Check out the hyperlinks we’ve tossed around like a trail of digital breadcrumbs. 📎 Consider the gossip mill officially closed for the week.

If you’re craving a blast from the past, browse through our legendary pranks or book your seat for the next session of chaos on June 14th, 2024, at 12 PM London time. 🎟️🕛

That’s it for today’s banter broadcast. Until next time, keep those waffles waving! 🧇

Toodle-pip,

Steve 

Academy of Life Planning 🧀

Email: steve.conley@aolp.co.uk

P.S. Well, buckle up, financial adventurers, and click on over to a riveting blog update from the Academy of Life Planning (AoLP), your self-proclaimed partner in the mystical art of transformational financial life planning. 🌟📚 Here, in this treasure trove of wisdom, they're not just doling out financial advice; they're transforming lives with the subtlety of a life coach armed with a spreadsheet. It's not just about money; it's about finding your inner financial peace in a world where peace usually comes with a price tag. So, dive deep into their latest post and find out how you too can turn your financial dreams into reality—or at least into a well-organized plan. Happy navigating! 🚀💼 Link to the enlightenment: Academy of Life Planning: Your Partner in Transformational Financial Life Planning

P.P.S. If you know anyone who would like to be added to our mailing list, please share this link.

Websites: Academy of Life Planning, Planning My Life, Financial Life Coach, Steve's Blog.

Copyright the Academy of Life Planning Limited 2023. Contact us by email at info@aolp.co. The Academy of Life Planning Limited is a service sector trading company regulated by the Competition and Markets Authority and Registered in England and Wales number 8016568. Registered office address 9 Franklin Way, Spilsby, Lincolnshire, PE23 5GG, United Kingdom. Information Commissioner's Office reference number ZA502687.

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