Another quarter coming to an end can only mean one thing – it’s time for our Education Series and Boost for Our Heroes Award presentation! The event was once again hosted by National University at their Spectrum Center Campus and featured four great panelists and a resilient Marine Corps veteran. For the education series our expert panel gave us an exciting look at financial planning! The panel included our board member Paul Lim, financial advisor at The Wealth Consulting Group, Irvin Spencer, financial advisor at Northwestern Mutual, Laurie Itkin, financial advisor and wealth manager at Coastwise Capital Group LLC. and Terri Brown, certified financial planner at Morgan Stanley. The panel was once again moderated by our director of community outreach and co-host of the Chase and Burner Show, Chase Peckham. A capacity crowd got to hear about the latest trends, myths and insight into smart and savvy financial planning.
As is tradition at the conclusion of our Education Series luncheon we awarded our $3,000 award to a member of our military or veteran community who is experiencing a financial hardship. This quarter’s award allows us to make a difference in the life of a resilient veteran who is on his way to recovery from the edge of financial disaster.
To meet the third quarter winner and learn more about his story, watch the award presentation at the 58 minute mark of the video.