Sonya Sigler moderated this panel discussion on getting started with taking control of your finances which featured three financial planners:
- Tatiana Enhorning of Raymond James in Toronto Canada
- Hope Feller of Northwestern Mutual in the NY, NJ, CT area
- Jennifer Belmont Jennings of Hightower Advisors in St. Louis, MO
After sharing part of her money story, Sonya led the conversation which covered four main topics:
- Getting Started
- Building Your Confidence
- Going Beyond Your 401(k)
- Leaving a Legacy
As well as avoiding a few common mistakes.
The takeaways from this discussion are to:
- Begin to have the money conversation with others in your legacy circle
- Raise your confidence to seek help and make a financial plan for yourself
- Surround yourself with experts – contact any of us
- Download Sonya’s book WELCOME to the Next Level for free
If you would like to evaluate your current situation and take the next steps to put a financial plan in place, please contact Sonya Sigler or one of the panelists (their contact information is listed below with their picture).
Panel Discussion:
Video | Audio | Chat | Transcript | Slides
Handouts:
- Bios – Moderator and Panelists
- SAMPLE – Choosing a Financial Planner Criteria
- Tatiana Enhorning Handout
- Documenting Your Important Information Handout
- Jennifer Belmont Jennings Handout
Contact Information
