Financial Strategies & Financial Health

Join us LIVE for a Financial Strategies & Financial Health Panel Discussion

Does rising inflation and still recovering from the pandemic concern you? Both of these are financial crises for many. As stewards for our own and our clients’ physical health, rising inflation and the pandemic has taught us that we must also play a role in ensuring our and our clients’ financial health. We will feature three speakers on topics relating to financial strategies and health.

Our panelists include:

Tryssa Pacciulli with Inspire Advisors - Find out how using data-driven investment strategies and responsible investing, can help make on impact on your goals and help the community at the same time.

Price Wheeler with the Bailey Group - Learn how to effectively use retirement planning in light of the rising inflation and the recent pandemic. Price serves on the NE FL chapter Board for the National Association of Insurance and Financial Advisors.

Chris Kinley with Health Equity - Discover how to best use your Health Savings Account for retirement planning and build it into your strategy. Chris serves on the Central FL AHU Board of Directors.