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(7/21) Strengthen Your Money Relationship - Jon Linford with Guest Speakers Lois Carrier and David Maurice with WorthWhile Wealth Council - Morris Hall, PLLC

(7/21) Strengthen Your Money Relationship – Jon Linford with Guest Speakers Lois Carrier and David Maurice with WorthWhile Wealth Council

Type: seminar Date: July 21 Time: 10:00 AM - 11:00 AM
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE: DESCRIPTION:10 am (AZ Time) 11 am (NM Time)  REGISTER NOW Join Jon Linford with Guest Speakers: Lois Carrier and David Maurice with WorthWhile Wealth Council. Learn more about: Fee-only, Fee-based and Fiduciary—what’s the difference? How to build a resilient income stream. Attain financial peace of mind.   Speakers: Jon Linford Attorney and Partner at Morris […] ADDRESS: DTSTART:20200721T100000 DTEND:20200721T110000 URL;VALUE=URI:https://morristrust.com/seminars/7-21-strengthen-your-money-relationship-jon-linford-with-guest-speakers-lois-carrier-and-david-maurice-with-worthwhile-wealth-council/ SUMMARY:(7/21) Strengthen Your Money Relationship – Jon Linford with Guest Speakers Lois Carrier and David Maurice with WorthWhile Wealth Council LOCATION: PHONE: DTSTAMP:20210620T043609 UID:60cec5b967b81 END:VEVENT END:VCALENDAR
      (7/21) Strengthen Your Money Relationship – Jon Linford with Guest Speakers Lois Carrier and David Maurice with WorthWhile Wealth Council.ics
10 am (AZ Time) 11 am (NM Time)

 REGISTER NOW

Join Jon Linford with Guest Speakers: Lois Carrier and David Maurice with WorthWhile Wealth Council.

Learn more about:
  • Fee-only, Fee-based and Fiduciary—what’s the difference?
  • How to build a resilient income stream.
  • Attain financial peace of mind.

 

Speakers: Jon Linford Attorney and Partner at Morris Hall, PLLC Jon was raised in Arizona as the oldest of seven children. He attended law school at the University of Arizona. During law school, he received recognition for excellence in legal writing. Jon has worked with individual clients on many matters and discovered that his true passion was assisting families in estate planning and administration. Lois Carrier CFP® President and CEO at WorthWhile Wealth Council Lois Carrier is the founder, President and CEO of WorthWhile Wealth Council—a Fee-only registered investment advisor firm. Throughout her career, Lois has fostered the idea of eliminating financial illiteracy for women and men alike. Over the years she has given various seminars and speaking engagements to promote understanding about the markets and the economy. On her quest to eliminate financial illiteracy, Lois has written numerous educational articles published in the Journal of financial planning, Investment Advisor Magazine, and Financial Planning Magazine. Lois has interviewed on CNBC at request and has presented educational financial segments weekly on WCYB television, a Fox news affiliate, for over twenty years. Lois previously served on the founding board of the FPA (Financial Planning Association). She has spoken for conferences for the FPA, Linsco private ledger’s national conferences and many more. David Maurice CFP® CIO and VP at WorthWhile Wealth Council David Maurice is a Fee-only, Certified Financial Planner™ professional. He is co-founder of WorthWhile Wealth Council - an independent Registered Investment Adviser firm. David is passionate about financial education for clients and finds nothing more satisfying than seeing people achieve the confidence to stick with their strategy when it counts most. David teamed with his partner, Lois Carrier in developing and helping to sponsor a variety of financial literacy programs including ‘The Money Camp for Kids’, ‘Marriage and Money’ and ‘Money and Soul, the Spiritual Side of Your Money’. David has also authored or been quoted in many articles published in the Journal of Financial Planning, Investment Advisor Magazine, Financial Planning Magazine, Investment News and other professional publications. He also appears frequently on local television news outlets for comment on the markets and economy.

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