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GCC Advisors Announces Strategic Initiatives to Enhance Global Business Expansion Services

Rev Up Marketers

GCC Advisors, led by seasoned industry experts Manuel Manzoni and Marco Scardeoni, is proud to announce a series of strategic initiatives aimed at bolstering support for businesses pursuing international expansion. With a commitment to transparency, integrity, and excellence, GCC Advisors is dedicated to providing businesses with the confidence and tools necessary to navigate the complexities of global markets successfully. A key aspect of these initiatives is enhancing transparency in client relationships. GCC Advisors places a strong emphasis on ensuring clients are well-informed at every stage of their international expansion journey. The firm’s approach includes detailed consultations, clear communication, and continuous support, fostering an environment of trust and confidence. This initiative aims to streamline the expansion process, providing businesses with the clarity needed to make informed decisions. Under the leadership of Manuel Manzoni and Marco Scardeoni, GCC Advisors upholds the highest standards of integrity. The firm adheres to stringent ethical standards, prioritizing honesty, fairness, and accountability in all client interactions. This commitment to integrity not only strengthens client relationships but also reinforces GCC Advisors' reputation as a reliable and credible partner in the industry. Photo Credit: Manuel Manzoni & Marco Scardeoni GCC Advisors is dedicated to delivering excellence in service offerings. The firm’s comprehensive services—from strategic planning to implementation—are designed to achieve superior results that exceed client expectations. This focus on high-quality service ensures that clients receive the best possible support for their international expansion efforts. Recognizing the challenges of entering foreign markets, GCC Advisors leverages its extensive expertise to guide clients through the complexities of international business. With a deep understanding of global market dynamics, GCC Advisors provides tailored solutions that address specific client needs, ensuring a smooth and successful expansion process. GCC Advisors adopts a personalized approach by developing customized strategies that align with each client’s unique objectives and challenges. This tailored methodology allows GCC Advisors to offer targeted solutions that drive success, enhancing client satisfaction and building long-term trust. To ensure continuity of core business operations during international expansion, GCC Advisors focuses on maximizing efficiency and minimizing disruption. The firm’s streamlined processes enable businesses to maintain operational stability while pursuing growth opportunities abroad. Fostering long-term partnerships is a key priority for GCC Advisors. Manuel Manzoni and Marco Scardeoni view each client engagement as a collaborative journey toward mutual success. By providing ongoing support and strategic guidance, GCC Advisors becomes a trusted advisor and partner, committed to helping businesses thrive in the global marketplace. GCC Advisors values client feedback as a critical component of continuous improvement. By actively seeking and incorporating client input, GCC Advisors ensures its services remain at the forefront of industry trends and best practices. This commitment to innovation drives ongoing enhancement of the firm’s value proposition. With these strategic initiatives, GCC Advisors reaffirms its dedication to supporting businesses in their global expansion endeavors. By maintaining a focus on transparency, integrity, and excellence, GCC Advisors provides clients with the assurance and expertise needed to succeed in international markets. For more information about GCC Advisors and their services, visit https://gcc-advisors.com/. About GCC Advisors GCC Advisors is a leading consultancy firm specializing in global business expansion services. With a team of experienced professionals, the company offers strategic planning, market analysis, and tailored solutions to help businesses successfully navigate international markets. Committed to excellence and integrity, GCC Advisors provides comprehensive support to ensure seamless expansion and long-term success for its clients. Contact Information: GCC Advisors GCC Advisors S.r.l. Via Papa Giovanni XXIII, 67 25015 Desenzano del Garda (BS), Lombardy, Italy Email: info@gccadvisorssrl.com Website: https://gcc-advisors.com/ Contact Person: Manuel & Marco Contact Details GCC Advisors Manuel & Marco info@gccadvisorssrl.com Company Website https://gcc-advisors.com/

July 29, 2024 07:43 AM Eastern Daylight Time

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News Release

KindlyMD, Inc. (NASDAQ: KDLY): Advancing the $11.6 Billion Medical Cannabis Market in Chronic Pain Treatment

RazorPitch KDLY

Amidst the ongoing opioid crisis, which has prompted increasing scrutiny of traditional pain treatments, there is a growing recognition of the need for comprehensive and effective approaches to pain relief. This shift is creating a market for innovative solutions that integrate conventional medical practices with alternative therapies, such as medical cannabis. As more patients and providers seek to navigate the complexities of pain management, the landscape is evolving rapidly, paving the way for new opportunities in healthcare delivery. KindlyMD, Inc. (NASDAQ: KDLY) has emerged as a pioneer in integrating traditional primary care with alternative pain management strategies. Founded on a patient-first philosophy, KindlyMD operates four centers, including the largest alternative pain treatment center in Utah. The company combines primary care, pain management, behavioral therapy, and alternative treatments, including medical cannabis recommendations, to offer comprehensive care and reduce opioid dependency. Financial Milestones and Market Presence KDLY announced the closing of its IPO of 1,240,910 units at $5.50 per unit, raising approximately $6.8 million in gross proceeds back in early June. This financial boost positions KindlyMD to execute its growth strategy effectively. Additionally, KindlyMD has made significant strides in becoming the first alternative medical treatment company in Utah to contract with the state's top insurance payors, including Select Health, Medicare, Medicaid, and Blue Cross Blue Shield, covering nearly 80% of Utah's population. "This is a major milestone for KindlyMD," said Tim Pickett, PA-C, founder and CEO of KindlyMD. "Now, the scope of services we provide at our Company-branded clinics, including behavioral healthcare and medical interventions incorporating alternative medicine, are covered by and reimbursable by the largest insurance providers across the state." Addressing the Opioid Crisis Provisional data from the CDC's National Center for Health Statistics indicates that in 2021, nearly 108,000 people died of drug overdose in the U.S., with over 80,000 of these deaths attributed to opioids. The government has responded with the largest opioid treatment grant funding ever. Despite widespread use of prescription medication among Americans aged 45-64, many of these prescriptions are insufficient and carry significant long-term side effects. KindlyMD is addressing this crisis head-on by offering non-opioid treatment options like medical cannabis, which have become more widespread in recent years. However, these options are often excluded from clinical recommendations and guidelines, creating an unmet need that KindlyMD aims to fill. To date, the company has seen over 60,000 patient visits in its clinics, providing comprehensive care plans that ensure safe use, appropriate dosing, and behavioral health support for those who need opioids. Strategic Collaborations and Community Outreach On June 10, KDLY announced a collaboration with Curaleaf Holdings, Inc., a leading international provider of cannabis products. The two companies are working together to provide educational resources on holistic pain management and treatment options, including medical cannabis. This partnership includes community care events throughout the summer, aiming to enhance patients understanding of holistic pain management "Our innovative collaboration with Curaleaf will provide more patients with access to pain management treatment options and alternative therapies," said Tim Pickett. "As the U.S. government moves toward rescheduling cannabis as a legitimate medicine, this collaboration will help more patients find sustainable, safer, and more affordable healthcare treatment options." KDLY recently submitted a comment to the U.S. Department of Justice regarding the proposed reclassification of cannabis from Schedule I to Schedule III of the Controlled Substances Act. This reclassification is expected to have several positive impacts on the medical cannabis industry, including reducing patient costs and enabling businesses to deduct standard operating expenses. "Reclassification underscores the continued relevance and importance of our integrated healthcare model," said Tim Pickett. "It will likely lead to increased access and utilization of medical cannabis among our patients, benefiting KindlyMD through improved patient outcomes, new educational opportunities, and enhanced financial stability." Federal Funding Initiatives KindlyMD's successful registration on SAM.gov, the official U.S. federal funding platform, marks a significant milestone for the company. This registration enables KindlyMD to obtain federal grants and contracts, including those with the Department of Veterans Affairs, to support its mission of providing comprehensive healthcare solutions. Following its registration, KindlyMD submitted its first grant application for the USDA Rural Utilities Service Distance Learning and Telemedicine Grant Program, seeking $1,000,000 to expand its Complete Care telehealth program in rural communities in Utah. This program aims to deliver effective healthcare through an interconnected network of telemedicine clinics, addressing the unique challenges faced by rural populations. Financial Performance For the quarter ended March 31, 2024, KDLY reported revenues of $829,029, a decrease compared to the previous year, primarily due to a shift towards insurance billing. However, the company began receiving reimbursements from insurance payors for the first time in its history during this period, amounting to $34,722. Operating expenses decreased by 21.9%, and the company reported a net loss per share decrease of 50%. The capital raised from the IPO will enable KindlyMD to invest in growth opportunities, including mergers and acquisitions of additional clinics in Utah. With over 16% of the medical cannabis patient population in Utah already under its care, KindlyMD is well-positioned to expand its reach and enhance patient outcomes. KindlyMD, Inc.'s (NASDAQ: KDLY) innovative approach and industry expertise position it uniquely to continue providing unique healthcare services. As the regulatory landscape evolves, KDLY remains a crucial partner for patients seeking alternative and integrative healthcare solutions, particularly in the ongoing battle against the opioid epidemic. Disclaimers: RazorPitch Inc. "RazorPitch" is not operated by a licensed broker, a dealer, or a registered investment adviser. This content is for informational purposes only and is not intended to be investment advice. The Private Securities Litigation Reform Act of 1995 provides investors a safe harbor in regard to forward-looking statements. Any statements that express or involve discussions with respect to predictions, expectations, beliefs, plans, projections, objectives, goals, assumptions, or future events or performance are not statements of historical fact may be forward looking statements. Forward looking statements are based on expectations, estimates, and projections at the time the statements are made that involve a number of risks and uncertainties which could cause actual results or events to differ materially from those presently anticipated. Forward looking statements in this action may be identified through use of words such as projects, foresee, expects, will, anticipates, estimates, believes, understands, or that by statements indicating certain actions & quote; may, could, or might occur. Understand there is no guarantee past performance will be indicative of future results. Investing in micro-cap and growth securities is highly speculative and carries an extremely high degree of risk. It is possible that an investors investment may be lost or impaired due to the speculative nature of the companies profiled. RazorPitch has been retained and compensated by Cambridge Consulting to assist in the production and distribution of this content. RazorPitch is responsible for the production and distribution of this content. It should be expressly understood that under no circumstances does any information published herein represent a recommendation to buy or sell a security. This content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained in this article constitutes a solicitation, recommendation, endorsement, or offer by RazorPitch or any third party service provider to buy or sell any securities or other financial instruments. All content in this article is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in this article constitutes professional and/or financial advice, nor does any information in the article constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. RazorPitch is not a fiduciary by virtue of any persons use of or access to this content. Contact Details RazorPitch Mark McKelvie +1 585-301-7700

July 29, 2024 06:00 AM Eastern Daylight Time

Text Patents a Method for Combining Asynchronous and Real-Time Communication

Text, Inc.

Text, a global leader in B2B text communication solutions, has secured its fifth patent in the United States. The patented "system and method" enables the seamless integration of asynchronous communication channels with real-time communication within a single platform. "Customers want to communicate with companies in various ways. Sometimes, an email or another method that allows the recipient to respond later is best, which is asynchronous communication. However, sometimes rapid, direct, real-time interaction is necessary. Our technology enables seamless integration of these communication types, providing real benefits for our clients: increased user satisfaction, faster issue resolution, and better management of existing information, " explains Konrad Kruk, Head of Widget and the patent's author. The patent granted by the United States Patent and Trademark Office (USPTO) describes a system and method that integrates asynchronous messaging with real-time communication, allowing smooth transitions between different communication modes within a single platform. The invention enables users to switch between messages (such as emails or SMS) and real-time interactions (such as voice or video calls) without leaving the communication platform or starting a new session. "This is our fifth patent, confirming our position as one of the technological innovators in the industry. We are especially proud because the secured solution introduces significant improvements in online communication, ensuring companies maintain uninterrupted and consistent communication with customers across various industries, " said Katarzyna Rogowska, head of Text's legal department. The key benefits of the newly patented solution for Text's clients and end-users include: - Improved communication efficiency: Combining asynchronous messaging with real-time communication on one platform reduces the need to switch between different communication tools, saving time and increasing productivity. - Enhanced user experience: Internet users communicating with companies via solutions like LiveChat can enjoy seamless communication, effortlessly transitioning between messaging and real-time conversations. This particularly benefits customer service, remote work, and collaborative projects. - Increased accessibility: The unified interface makes managing communications easier, ensuring that important messages and real-time interactions are never missed. This is particularly useful in environments where timely communication is critical. - Easier and more efficient record-keeping: The synchronization feature ensures that all communications are recorded, providing a reliable record of interactions. This can be crucial for legal, compliance, and reference purposes. - Scalability and flexibility: The system can be scaled to suit different organizational sizes and integrated with other systems, making it a flexible solution for various industries and applications. In summary, the invention registered by the USPTO enhances communication by combining the advantages of asynchronous messaging and real-time communication in one coherent system, offering increased efficiency, user experience, and accessibility for individuals and organizations. Operating in the “customer service” business, Text (formerly LiveChat) is one of the leaders in the global market for live chat solutions. Its LiveChat product supports companies in customer service, online sales support, and lead generation—allowing its partners to stay in touch with their customers anywhere and anytime. Text’s other products include ChatBot, HelpDesk, KnowledgeBase, and OpenWidget. LiveChat is used by over 37 thousand companies in 150 countries, the ChatBot product has over 2,800 customers in more than 30 countries, and the Helpdesk product has over 1,000 customers. Contact Details PR Team pr@text.com Company Website https://text.com/

July 29, 2024 05:34 AM Eastern Daylight Time

BestGrowthStocks.Com Issues a Comprehensive Analysis of Tivic Health Systems Potential Catalysts

Tivic Health Systems Inc.

NEW YORK, NY / NewsDirect / July 29, 2024 / Best Growth Stocks, a leading independent equity research and corporate access firm focused on finding and reporting on the best growth stocks utilizing exclusive ai-assisted research recently issued a comprehensive analysis on Tivic Health Systems Inc. a health tech company that develops and commercializes bioelectronic medicine. Tivic Health Systems Inc. (NASDAQ: TIVC) recently announced the expansion of its intellectual property portfolio with three new patents granted in the US and Europe. Best Growth Stocks full report breaks through the noise and offers an extensive comprehensive analysis of Tivic Health Systems operations, potential catalysts, pipeline, patents, share structure, recent news events, growth strategy, financials, chart support and resistance zones, and more. Access this full analysis free here: https://bestgrowthstocks.com/access-tivc-analysis/ Access the full analysis free here: https://bestgrowthstocks.com/access-tivc-analysis/ About Tivic Tivic is a commercial health tech company advancing the field of bioelectronic medicine. Tivic’s patented technology platform leverages stimulation on the trigeminal, sympathetic, and vagus nerve structures. Tivic’s non-invasive and targeted approach to the treatment of inflammatory chronic health conditions gives consumers and providers drug-free therapeutic solutions with high safety profiles, low risk, and broad applications. Tivic’s first commercial product ClearUP is an FDA approved, award-winning, handheld bioelectronic sinus device. ClearUP is clinically proven, doctor-recommended, and is available through online retailers and commercial distributors. For more information visit http://tivichealth.com. About Best Growth Stocks Best Growth Stocks is a leading independent equity research and corporate access firm focused on finding and reporting on the best growth stocks utilizing our exclusive ai-assisted research. BGS is also a financial news provider, focused on giving investors direct access to CEOs of promising, publicly-traded companies, and market experts. Our CEO interviews aim to answer the questions that rest on the minds of current and future shareholders. This is not to be construed as financial advice. Please consult with a licensed financial advisor before making any investment decisions. Media Contact Best Growth Stocks Senior Editor: Steve Macalbry Editor@BestGrowthStocks.com Contact Details Best Growth Stocks Steve Macalbry Editor@bestgrowthstocks.com

July 29, 2024 04:25 AM Eastern Daylight Time

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Trust Stamp and Botdoc Forge Strategic Partnership to Enhance Automotive Security

T Stamp Inc

Trust Stamp President Andrew Gowasack and Karl Falk, CEO of Botdoc joined Steve Darling from Proactive to announce an exciting new partnership. The collaboration aims to integrate Trust Stamp’s low-code Orchestration Platform into Botdoc Connect product, enhancing Identity Verification and Know Your Customer processes. This integration will include document validation using the Driver License Data Verification System provided by the American Association of Motor Vehicle Administrators. Trust Stamp has obtained a license from AAMVA to access this system, ensuring accurate and reliable identity verification. Trust Stamp and Botdoc have a history of working together in various industries, including banking, lending, and insurance. Both companies are graduates of the Independent Community Bankers of America ThinkTECH accelerator. They have observed a growing trend of criminals using counterfeit or altered driver's licenses, driving permits, and ID cards to commit fraud. With nearly 80,000 cars stolen from dealerships in the past year, the need for robust identity document validation is more critical than ever. Through this partnership, Botdoc customers will be empowered to combat fraud more effectively. Trust Stamp’s low-code Orchestration Layer platform offers a variety of solutions, including the real-time capability to verify driver's license and ID information against data from the issuing agency. This feature significantly enhances the security and reliability of identity verification processes, helping businesses protect themselves and their customers from fraudulent activities. The integration of Trust Stamp’s advanced technology into Botdoc's Connect product represents a significant step forward in the fight against identity fraud. It underscores both companies' commitment to leveraging innovative solutions to address complex challenges in the digital age. Contact Details Proactive USA +1 347-449-0879 na-editorial@proactiveinvestors.com

July 26, 2024 10:22 AM Eastern Daylight Time

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First Phosphate Corp ends Drill Program plans Upcoming Resource Estimate at Bégin-Lamarche Project

First Phosphate Corp

First Phosphate Corp CEO John Passalacqua Chief Geologist Gilles Laverdiere joined Steve Darling from Proactive to announce that all results from the drilling program at its Bégin-Lamarche project are now available. The 99-hole drill program, totaling 25,929 meters, has uncovered a significant high-quality igneous phosphate deposit. The drilling has shown continuous phosphate mineralization over a length of 2,400 meters, spread across three mineralized zones. Laverdiere explained that a NI 43-101 resource estimate is currently underway and will be immediately followed by a Preliminary Economic Assessment. A total of 23 drill holes were completed in the Mountain Zone, totaling 5,023 meters. The Mountain Zone exhibits grades of more than 10% P2O5 over widths ranging from 7 meters to 99 meters. In the Southern Zone, drilling was conducted at 100-meter spaced sections over a length of 1,700 meters, with 57 drill holes totaling 15,219 meters. Passalacqua says the company anticipates having the resource estimate completed in the coming months, marking a significant milestone in the project's development. Contact Details Proactive Investors +1 604-688-8158 na-editorial@proactiveinvestors.com

July 26, 2024 10:19 AM Eastern Daylight Time

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All Eyes On Atlas Lithium As The US Assistant Secretary Of State For Energy Resources Visits The Company's Headquarters In Brazil

Benzinga

By Mangeet Kaur Bouns, Benzinga In a strategic move that underscores the growing importance of critical minerals in defense and national security, Atlas Lithium Corporation (NASDAQ: ATLX) hosted a delegation of U.S. diplomats at its corporate office in Belo Horizonte, the mining capital of Brazil. This recent visit, led by Ambassador Geoffrey Pyatt, U.S. Assistant Secretary of State for Energy Resources, highlights the rising recognition of Atlas Lithium’s rapidly developing lithium project. Atlas Lithium’s strategic initiatives in Brazil are not just pivotal for the company but also play a crucial role in the broader context of U.S. efforts to reduce dependence on foreign sources for these vital materials. The expansion of Atlas Lithium’s exploration footprint in Brazil, now encompassing nearly 539 km² (208 square miles) highlights the potential of this region as a significant contributor to the global supply chain of critical minerals. As the world transitions to a greener energy mix, the demand for these minerals is set to skyrocket. Minerals That Are Critical To Evolving Markets Critical minerals like lithium and copper will play pivotal roles over the next few decades in achieving the global energy transition, spurring economic development and strengthening national security. The world is gradually shifting towards a greener energy mix, but this transition demands significant mining resources. According to the International Energy Agency (IEA), the demand for critical minerals in clean energy could surge by as much as six times by 2040, with the low-carbon energy generation sector's demand tripling. Mining and processing these critical minerals are essential for sustaining the military’s technological edge, securing manufacturing supply chains and advancing sustainable development practices. The United States Geological Survey (USGS) has identified 50 critical minerals essential to the economic and national security of the U.S. The Department of Defense (DOD) has identified over 250 strategic and critical materials that support military and essential civilian industries. Mining will thus play a vital role in economic development. The global mining market size is expected to grow from $2.14 trillion in 2023 to $2.28 trillion in 2024, at a CAGR of 6.5% and will further expand to $2.83 trillion by 2028 at a CAGR of 5.5%. The mining sector in the U.S. employs over half a million individuals and contributed 1.4% to the GDP last year. However, the U.S. has become increasingly import-dependent for its supply of these critical minerals, particularly rare earth elements (REEs), which are vital for various defense applications. US Efforts To Secure Critical Minerals As A Matter Of National Security The strategic importance of mining and processing critical minerals extends beyond environmental sustainability; they are crucial to national security and economic development. Yet, the U.S. relies heavily on imports, which may pose risks to its defense capabilities and economic stability. Since the early 2000s, the U.S. has increasingly relied on imports for its supply of rare earth oxides. China’s dominance in producing and processing critical minerals may exacerbate these risks, as highlighted by recent geopolitical tensions and trade restrictions. China accounts for 63% of the world’s rare earth mining and holds the largest reserves of REEs, around 44 million metric tons as of 2023. In contrast, the U.S. ranks seventh, with 1.8 million metric tons. To mitigate these vulnerabilities, the U.S. government is focusing on securing supply chains through partnerships and investments in countries rich in critical minerals. With its substantial reserves of copper, lithium and other critical minerals, Latin America is emerging as a key region for such investments. Brazil, for instance, has the third-largest reserves of rare earths at a staggering 21 million metric tons. US Diplomatic Visit Highlights Strategic Importance U.S. diplomats’ recent visit to Atlas Lithium’s main operational office in Brazil is a natural consequence of the government’s effort to secure critical minerals. The delegation included Ambassador Geoffrey Pyatt, U.S. Assistant Secretary of State for Energy Resources; Benjamin Burnes, Energy Officer for South America; Renato Barreda, Economic Officer, Mining and Critical Minerals; Katherine Ordonez, U.S. Consul; and Tulio Teixeira, Commercial Specialist, Mining Sector. This visit represents the strengthening ties between the U.S. and Brazil in the realm of critical minerals. It highlights the strategic importance of Atlas Lithium’s extensive project portfolio and reinforces the U.S. government’s commitment to securing its critical mineral supply chains through international collaboration. The Broader Implications Of Securing Critical Minerals Securing critical minerals is not just about economic interests but also about maintaining technological and military superiority. The mining and processing of critical minerals underpin various defense applications, from advanced weaponry to essential civilian technologies. The concentration of these mineral resources in geopolitically sensitive areas adds a layer of complexity to national security strategies. This necessitates a delicate balance between securing sufficient supplies and maintaining diplomatic relations. Atlas Lithium’s strategic positioning in Brazil’s prolific Lithium Valley, combined with its extensive portfolio of critical mineral rights, uniquely positions the company to meet the surging demand for these strategic resources. With such a large land area dedicated to lithium exploration and with ownership of mineral rights for many other critical minerals, Atlas Lithium is well-equipped to support the clean energy transition and contribute significantly to various industrial applications in the future. The recent visit of U.S. diplomats to Atlas Lithium underscores the increasing recognition of the company’s critical mineral projects and the broader U.S. strategy to secure these essential resources. With the role of critical minerals growing substantially in importance, such international partnerships and alliances are crucial for U.S. national security, economic development and environmental sustainability. Featured photo by Dion Beetson on Unsplash Benzinga is a leading financial media and data provider, known for delivering accurate, timely, and actionable financial information to empower investors and traders. This post contains sponsored content. This content is for informational purposes only and is not intended to be investing advice. Contact Details Benzinga +1 877-440-9464 info@benzinga.com Company Website http://www.benzinga.com

July 26, 2024 08:45 AM Eastern Daylight Time

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SmartSource, LLC: Transforming Outsourcing Industry Standards

Rev Up Marketers

SmartSource, LLC, under the astute leadership of CEO Thomas D'Agostino Jr., is forging a path toward unparalleled efficiency and excellence in the outsourcing landscape. With a relentless commitment to transparency, innovation, and measurable results, the company is reshaping the outsourcing industry. SmartSource, LLC is not just an outsourcing company; it's a fully integrated solutions provider with a unique approach to marketing communications. The company's category expertise encompasses everything from print products and promotional marketing to digital delivery. This holistic perspective allows SmartSource to assess clients' current marketing processes and find the most efficient ways to optimize their marketing investments and enhance brand visibility. The company is led by the philosophy of "measurable results," a commitment to improving processes, reducing total costs (both direct and indirect), and eliminating obsolescence. SmartSource empowers clients to seamlessly manage their marketing efforts across all mediums, all while delivering tangible, real-world benefits. At the core of SmartSource's success is its global network of vetted, rated suppliers. The company recognizes that every client has unique needs, and it leverages its extensive network to find the perfect partner for every job. SmartSource's sourcing extends from local to national and global, enabling it to serve clients in over 47 countries worldwide. With a strong history in the industry, SmartSource, LLC has an established reputation for excellence. Its team collectively boasts over a half-century of experience in the field, making them true leaders in the industry. The company's commitment to innovation and excellence is evident in its constant quest for what's next in shaping the future of its clients' businesses. Thomas D'Agostino Jr., CEO of SmartSource, LLC, encapsulates the company's ethos, stating, "Our greatest assets are our customers, our team of innovators, our network of partners, distributors, and world-class suppliers, and our ever-evolving technology." SmartSource, LLC's dedication to efficiency, excellence, and transparency continues to make it a trailblazer in the outsourcing industry, and clients worldwide benefit from its commitment to delivering practical, real-world results. About SmartSource, LLC Smart Source is a privately owned, rapidly growing brand management sourcing company dedicated to helping businesses optimize their supply chains, reduce costs, and enhance their brand visibility. We are committed to delivering innovative solutions that support marketing supply chain efficiencies and drive growth and success for our clients. The company specializes in marketing communications, encompassing a wide range of print products and promotional marketing items. Under the leadership of CEO Thomas D'Agostino Jr., the company's commitment to measurable results and efficiency is reshaping the outsourcing landscape. SmartSource operates with a global network of vetted suppliers, serving clients worldwide. The company is headquartered in Atlanta, GA, and has over 300 employees in North America. Contact Details SmartSource, LLC Jack Huber jhuber@smartsourcellc.com Company Website https://www.smartsourcellc.com/

July 26, 2024 05:32 AM Eastern Daylight Time

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Two New Investments & Wealth Academy Platform Offerings Include Interactive Nano Course Series, Short Course on Strategic Planning for Business Owners

Investments & Wealth Institute

The Investments & Wealth Institute —the leading professional association, education provider and standards organization for the financial advice industry—has launched two new offerings this month, accessible through its Academy online learning platform: Visual Insights – a monthly, interactive short-form (‘nano course’) educational content series that addresses timely and complex topics related to education, investment, retirement, estate and tax planning in an engaging and highly visual way—specifically designed for advisors to reference during client conversations and to aid in client understanding. Strategic Planning for Business Owners – an online, asynchronous education program focused on addressing the unique financial planning needs of entrepreneurs, small business owners, and aspiring business leaders—for advisors to help this client segment make better and smarter financial decisions at all stages of the business lifecycle. More details on each of these two new learning initiatives are below: Visual Insights Nano Course Series Developed in partnership with visiWealth, an advice engagement company that builds high-quality, advisor-driven, client-focused visual resources, Visual Insights is a complimentary member benefit from the Investments & Wealth Institute, allowing members to access new nano courses on a monthly basis via the Investments & Wealth Institute Academy online learning platform. Each nano course can be completed in as little as 10-15 minutes. “When it comes to making financial decisions, things are becoming more complicated—not less—and both advisors and the clients they serve are seeking simplicity and clarity when making recommendations,” said Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax, Chief Learning Officer of the Institute. “Being able to simplify the complex and communicate in a way that resonates with clients of all ages and from all walks of life will enable advisors to differentiate themselves and better serve HNW clients and multi-generational families. ‘Visual Insights’ provides access to ‘just-in-time’ learning opportunities that are designed to both educate advisors on timely planning topics and inspire creativity when it comes to thinking about new ways to communicate complex information for clients.” ‘Visual Insights’ is a benefit only available to Institute members. The first nano course, which examines the often-debated ‘The 4% Rule,’—the percentage a client should initially withdraw annually from their retirement portfolio before adjusting for inflation each year thereafter—launched July 18, 2024. A preview of it is below: 4% Rule Visual Insights Preview Here is a list of tentative topics that are scheduled to be released throughout the remainder of 2024 as part of the ‘Visual Insights’ series: 529 College Savings Plan to Roth IRA Rollover Considerations Gift Splitting Ahead of the TCJA Sunset How IRC 1031 Like-Kind Exchanges Work How Net Unrealized Appreciation (NUA) Works Balancing College and Retirement Planning Qualitatively How the Saving on a Valuable Education (SAVE) Student Loan Repayment Plan Works How Charitable Trusts (CRATs, CRUTs, CLATs, CLUTs) Work How Qualified Charitable Distributions (QCDs) Work Visual Insights is the latest member benefit developed in response to the Q4 2023 Investments & Wealth Institute’s Member Needs Survey, where members indicated they wanted more access to educational resources to enhance their professional knowledge and skillsets. In response to the survey findings, the Institute began providing Elite-tier members with unlimited, complimentary access to the Academy’s Institute certificate programs, which built upon the microcourses and on-demand CE they previously had access to. The Institute also began providing Signature-tier members unlimited, complimentary access to its webinars and on-demand CE (previously limited to 10 hours). Now, all members, regardless of membership tier, have access to the newly launched Visual Insights. While Visual Insights is not eligible for CE credit, it serves as a valuable resource to empower Institute members with practical, easy-to-use collateral and ‘just-in-time' information, supporting their commitment to excellence and lifelong learning. ### Strategic Planning for Business Owners Short Course “Will I benefit from tax savings by setting up an LLC? Should I switch from an LLC to an S corporation? What is this Beneficial Ownership Information (BOI) reporting requirement, and does it apply to me and my business? Does the recent ruling on the Connelly case impact my existing buy-sell agreements? These are the questions business owner clients are asking their advisors and advisors need to be prepared to answer,” said Riskin, who was the course architect for this program. This new course, eligible for 5 hours of Institute certification and CFP® Continuing Education (CE) credit, addresses those questions and covers business-critical planning issues. The course addresses: Choosing the Most Appropriate Business Entity Type - Outlines the various types of business entities such as sole proprietorships, partnerships, LLCs, and corporations and evaluates the pros and cons of each entity type to determine the best fit for a client’s business needs and goals. Differences in Taxation Among Business Entity Types - Explores the distinct tax implications associated with different business structures, including clarity on how entity selection affects tax obligations, opportunities for tax savings, and compliance requirements. Reporting Obligations Under the Corporate Transparency Act - Reviews the Corporate Transparency Act and its potential impact on a client’s business. Addresses reporting obligations, compliance deadlines, and the importance of maintaining transparency in business operations to avoid legal repercussions. Estate and Business Succession Planning Considerations: Delves into the importance of succession planning, methods for business valuation, and strategies to ensure a smooth transition and continuity. In addition to Riskin, other course contributors—leading industry experts in the fields of financial, estate, succession and tax planning—include: Sara Dorosti, JD – Senior Wealth Planning Strategist, Comerica Bank Leslie Geller, JD, LLM – Senior Vice President, Distribution, and Tax and Planning Specialist, Capital Group | American Funds Annette Nellen, JD, CPA – Professor and Director of Master of Science in Taxation Program, San Jose State University Steve Parrish, RICP®, JD, CLU®, ChFC®, AEP® – Professor of Practice and Scholar in Residence at The American College of Financial Services Steve Siegel, JD, LLM – President of The Siegel Group ### ‘Visual Insights’ and ‘Strategic Planning for Business Owners’ are the latest offerings developed by the Institute in partnership with leading industry experts and other professional organizations. These programs demonstrate the Institute's commitment to accelerated delivery of innovative, world-class educational content through the Academy, its new online learning platform. Launched in October 2023, the Academy offers a robust content library, filled with a wide array of certificate programs, short courses, microcourses, webinars, and other learning opportunities to earn CE credits. About the Investments & Wealth Institute Founded in 1985, the Investments & Wealth Institute is the premier professional association, education provider, and standards body for financial advisors. Through its award-winning events, publications, courses, and acclaimed certifications—Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®) certifications—the Institute delivers Ivy league-quality, highly-practical education to more than 30,000 practitioners annually in over 40 countries. Members of the Institute include the industry's most successful investment consultants, advanced financial planners, and private wealth managers who embrace excellence and ethics in applying a broad set of knowledge and skills in their daily work with clients. Learn more at https://investmentsandwealth.org. Contact Details Allison Edmondson +1 303-850-3207 aedmondson@i-w.org Company Website https://investmentsandwealth.org

July 25, 2024 05:00 PM Eastern Daylight Time

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