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Amanda Shipley, PT, DPT, MTC, and Rebecca Squires에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Amanda Shipley, PT, DPT, MTC, and Rebecca Squires 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Episode 11: Elizabeth Thomas, CFP

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Manage episode 227722457 series 2461793
Amanda Shipley, PT, DPT, MTC, and Rebecca Squires에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Amanda Shipley, PT, DPT, MTC, and Rebecca Squires 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Episode 11

Is 2019 the year you’re going to get your finances in order? Listen to the unique approach certified financial planner Liz Thomas uses to help her clients achieve their financial goals. If you’re looking to maximize your finances and align them with your life’s vision, this episode is for you!

As a financial consultant with Nora Wealth Liz develops initiatives to promote financial literacy and wellness in the community. Prior to becoming an advisor, she focused on helping clients understand their options around life insurance, annuities, and long-term care as part of their holistic financial plan.
After earning her undergraduate degree from the University of North Carolina at Chapel Hill and serving in the finance industry for 8 years, Liz attended Emory's Financial Planning Certificate Program and earned her CERTIFIED FINANCIAL PLANNER™ designation. Her passion is educating clients about the long-term benefits of prioritizing their future selves, and helping families to improve their financial wellness. She has led over 40 webinars and seminars on topics of investments, budgeting, financial planning & debt management.

Nora Wealth

  continue reading

64 에피소드

Artwork
icon공유
 
Manage episode 227722457 series 2461793
Amanda Shipley, PT, DPT, MTC, and Rebecca Squires에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Amanda Shipley, PT, DPT, MTC, and Rebecca Squires 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Episode 11

Is 2019 the year you’re going to get your finances in order? Listen to the unique approach certified financial planner Liz Thomas uses to help her clients achieve their financial goals. If you’re looking to maximize your finances and align them with your life’s vision, this episode is for you!

As a financial consultant with Nora Wealth Liz develops initiatives to promote financial literacy and wellness in the community. Prior to becoming an advisor, she focused on helping clients understand their options around life insurance, annuities, and long-term care as part of their holistic financial plan.
After earning her undergraduate degree from the University of North Carolina at Chapel Hill and serving in the finance industry for 8 years, Liz attended Emory's Financial Planning Certificate Program and earned her CERTIFIED FINANCIAL PLANNER™ designation. Her passion is educating clients about the long-term benefits of prioritizing their future selves, and helping families to improve their financial wellness. She has led over 40 webinars and seminars on topics of investments, budgeting, financial planning & debt management.

Nora Wealth

  continue reading

64 에피소드

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