Indigo Marketing Agency

JANUARY 24, 2024

Taylor Schulte Reason to Follow: Leader in advisor education through the AGC™ platform Taylor Schulte is a CFP® professional, speaker, and founder and CEO of Define Financial. He is passionate about educating people about investing and financial planning, having been featured in The Wall Street Journal, Forbes, CNBC, and The New York Times.

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Education Financial Services Finance Financing 52

Indigo Marketing Agency

JANUARY 24, 2024

Taylor Schulte Reason to Follow: Leader in advisor education through the AGC™ platform Taylor Schulte is a CFP® professional, speaker, and founder and CEO of Define Financial. She has also taught over 18,000 students through her three online financial education courses , all in Spanish. billion in client assets.

Education 52

Education Financial Services Finance Financing 52

The Motley Fool

NOVEMBER 3, 2023

Staying with the topic of governance and consistent with corporate best practice, we've maintained a regular cadence of board refreshment. During the investor event, we will comprehensively review our updated strategy, provide multiyear financial and capital investment guidance and participate in Q&A.

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Finance Financing Taxes Shareholders 100

Pension Pulse

JUNE 1, 2023

"The potential participation of institutional investors will enable the Investi Fund to establish a rigorous governance structure, ensure full transparency on the fund's activities and portfolio assets, and provide continuous monitoring in sustainable finance to prevent greenwashing and promote best practices in sustainable investment.

Finance 52

Finance Financing Due Diligence Funds 52

Axial

FEBRUARY 27, 2024

.” Industries: Technology, Financial Services, Business Services, Industrials, Energy & Utilities, Healthcare Visit CPS’s Profile “Headquartered in Nashville, TN, LFM Capital invests in niche manufacturing and industrial services companies by providing financial capital and strategic resources.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Buyout Mergers and Acquisitions 59

The Motley Fool

FEBRUARY 29, 2024

As a result, our capital investments for fiscal '25 are concentrated more on existing store updates and refreshes and less on major remodels or store openings. We're literally trying to figure out your next best action, and that action might just be discovery. And we will gladly help you do that.

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Leveraging Capital Returns Companies 130