EPISODE · Feb 20, 2019 · 21 MIN
Episode 11: Elizabeth Thomas, CFP
from Kumbay'all: The Whole Woman's Resource · host Amanda Shipley
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.
What this episode covers
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.
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Episode 11: Elizabeth Thomas, CFP
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