Episode notes
Description:In this episode of the HBA Conversation and Connections podcast, we sit down with Stephanie, a Financial Security Advisor and Employee Benefits expert with a wealth of experience in helping her clients achieve their financial goals. Stephanie shares insights on how she creates personalized financial plans that reflect the unique objectives of each of her clients and discusses some of the common misconceptions about financial planning that she works to address. We also get to know Stephanie on a personal level, learning about her involvement in charitable organizations and her commitment to giving back to her community. Take advantage of this informative and engaging conversation with one of the leading women in finance!
Show Notes:
You can also find more information on the website:
... Read moreKeywords
financewealth