VIRTUAL — Wealth, Wellness, & Wisdom Series: Be Well With Money
When you think of health and wellness, you likely do not think about your money wellness or your relationship with money and how healthy it is. Yet, you would likely agree that when something goes wrong with money, it tends to upset many areas of life just like breaking an arm might. This talk will help you improve your relationship with money and put you on a road to financial freedom. The journey will be different than you think -- no hot stock tips or 4 quick ways to grow your bottom line -- but we trust you will find something meaningful as we explore what it means to be well with money.
Join us to...
- Learn how to treat the illness not just the symptoms by understanding your money script and how to change it if necessary.
- Understand what are the right benchmarks so you can get clear on what matters to you.
- How to think of money as part of your overall wellness/fitness plan because of the impact it has in life, because money illness can have a profound impact on our health!
September's Facilitator: Jessi Chadd
Facilitator BiosAngela Kreps, Chief Connector
Angela connects clients and prospective clients with people who can help them achieve their goals. Her career highlights include: 10 years as CEO of a bioscience organization; 4 years as an international Vice President; Five-time Fortune 300 Top Producer; First-ever Sales Officer at INTRUST Bank right out of college. Her business acumen, public policy expertise, and consistent ability to add record-breaking value to the enterprises she serves earned Angela recognition by Ingram’s Magazine as one of Kansas City’s Most Influential Women in 2008. Angela holds a Bachelor's degree from K-State. She lives in Overland Park with her husband and daughters.
Jamie Bosse, CFP®, RFC
Jamie is Lead Financial Planner at Aspyre, where she helps clients anticipate and overcome roadblocks, organize their financial lives, maximize their human capital, and get closer to their life goals. She was recently named to InvestmentNews 40 Under 40. A published author in the Kansas City Star, KC Parent, Investment Advisor, and three of her own books, Jamie holds a Bachelor’s Degree in Personal Financial Planning with a minor in Business Administration. She enjoys volunteering, especially mentoring, with Junior Achievement and at her church, and serving as Chair of the Personal Financial Planning Advisory Board at Kansas State University.
Jessi Chadd, MSFS, CFP®, CeFT®
Jessi views life transitions as a gift and in her work she empowers and guides individuals through them to find the lessons and growth that comes with them. Jessi joined Aspyre in 2008 after graduating from Kansas State University. Jessi completed her CFP® certification in 2010, earned her M.S. in Financial Services from The American College in 2012, and became a Certified Financial Transitionist® (CeFT) in 2019.
Joni Lindquist, MBA, CFP®
A key component in building financial wealth is one’s career path. As an executive/career coach, Joni assists business leaders in becoming more effective leaders, proactively managing their careers and handling career transitions. As a financial planner, Joni assists clients in navigating life’s transitions by building and implementing financial plans to achieve their goals. Joni brings over 25 years of experience, including a decade in executive level operational and strategic positions at a Fortune 500 firm.
Date and Time
Friday Sep 17, 2021
12:00 PM - 1:00 PM CDT
Location
Virtual via Zoom - access this program remotely from your computer, tablet, or smartphone + dial-in available.
Fees/Admission
$0.00 Members
$25.00 Nonmembers
No refunds.
Interested in membership? More info here.
