Coast to Coast in the news, at events & non-profit support
It’s official, and 3 years in the making, I’ve moved… my company and partner RIA firm.
First, physically, the Coast to Coast home office in Chatham is now at the beautiful “Modern Workspace” located at 60J Munson Meeting Way.
I’ve also moved my registered investment advisory firm, to support our Charles Schwab clients, to Motiv8 Investments. How ironic I chose a firm named Motiv8, never felt so motivated for the next chapter. Many thanks to my clients during this time of transition.
#janesjourney
�� Emily Scannell Photography
Jane recently participated in the 2nd annual Cape Cod STAND DOWN FOR VETERANS held at the Irish Village Resort in Hyannis. Over 60 vendors were there to support local verterans and their families with services and educational information.
Many thanks to those that donated, we did it!
TEAM WE CAN for the Second Summer Cycle 2023 raised >$40,000.
Your donation to my ride will ensure that WE CAN continues to offer free and confidential services, including legal consultation, career and work support, financial empowerment, business support, mentoring and personal development programs. WE CAN's mission to empower and support women to build pathways to stability and self-sufficiency. For more than 20 years, WE CAN has supported women on Cape Cod who are navigating life transitions including job loss and career development; divorce or loss of a spouse, legal and immigration issues; debt and financial stability; and other personal growth opportunities.
Check out Jane's contributing article for Financial Literacy Month in the April edition of InsuranceNEWS NET: Empowering women through financial literacy
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CHECK OUT JANE BOURETTE IN THE LATEST EDITION OF ADVISORS MAGAZINE
LISTEN TO PODCAST LINKED IN PHOTO BELOW
INFO ON EVENT LINKED BELOW
LAST GASP FOR WE CAN - MORE INFO COMING SOO (LINK TO WE CAN BELOW)
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PRESS RELEASE LINK : Bourette Named Member of Ed Slott s Elite IRA Advisor Group SM
Check out Jane's interviews on 97.7 WACK on either Spotify or Apple podcasts here;
ELITE ADVISOR WITH ED SLOTT, CPA : SPOTIFY of APPLE
LONG TERM CARE: SPOTIFY or APPLE
ESTATE PLANNING: SPOTIFY or APPLE
GO TO OUR ESTATE PAGE FOR 3MIN VIDEO LINK
Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”
ABOUT ED SLOTT AND COMPANY, LLC: Ed Slott and Company, LLC is the nation's leading provider of technical IRA education for financial advisors, CPAs, and attorneys. Ed Slott's Elite IRA Advisor Group sm is comprised of more than 475 of the nation's top financial professionals who are dedicated to the mastery of advanced retirement account and tax planning laws and strategies. Slott is a nationally recognized IRA distribution expert, best-selling author, and professional speaker. His latest books include The New Retirement Savings Time Bomb (Penguin Random House, 2021), Ed Slott's Retirement Decisions Guide: 2022 Edition (IRAHelp, 2022), and Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2021). He has hosted several public television programs, including his latest, Ed Slott's Retirement Freedom! (2022), is a Professor of Practice at The American College of Financial Services and a columnist for AARP. Visit irahelp.com for more information.
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The Secure Act & IRA's
Why More Workers Are Retiring Now, But Delaying Social Security Until Later (LINK ON PHOTO BELOW)
We are excited to add supplemental Insurance and supplemental income policies for small businesses (3 or more employees) and some individuals from;
CLICK ON LOGO ABOVE TO LEARN MORE!
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Jane was interviewed back in May, 2020 on 97.7 ACKFM radio about her business and tips on LONG TERM CARE. An LTC workshop recording available on request as well from Jane@CtoCFP.com
INTERVIEW RE: COVID 19 FROM MAY, 2020
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In other news....
Jane brought Gregg Cohen, President of Campus Bound, to Nantucket for a full day of 1-1 consultations and these educational workshops. If this is something you're interested, please contact us!
In early November, Jane brought Bob Tranchell of Federal Savings Bank to the Nantucket Senior and Health Expo for the day to speak to residents of Nantucket.