BizEnergize Featured Presenter!

BizEnergize Featured Presenter for July…

Jeff Kort, Munn & Morris Financial Advisor!

BizEnergize Featured Presenter, Jeff Kort, Investment Advisor
Jeff Kort, Investment Advisor at Munn & Morris

What can you do to keep more of and grow your money?

This month’s BizEnergize featured presenter will help you with finances!

We’re honored and excited to have our Power Team member, Jeff Kort, as our BizEnergize Featured Presenter in July!

TOP 10 STEPS TO FINANCIAL WELLNESS!

Money flows into and out of our lives.  While it may not require financial skills to make money, they’re almost always required to keep it!

Jeff at July Events! P.M. Business Mixer Power Lunch
When? Tues July 11th Thursday, July 20th
Where? La Hacienda Ranch, Preston Rd,

Far North Dallas, Texas

Crossroads Diner, Preston at Campbell

Far North Dallas, Texas

What Time? 5:30 –  7:30 PM 11:30 – 1:00 PM

MONEY: Momentarily Owned, Not Eternally Yours!

Do you have a personal financial plan for yourself and your family? How often do you review it, and have you ever had a hard time keeping up with your goals?

Financial planning is a process that requires you to identify your financial position bearing in mind your short term to long term goals, which if done holistically, leads to financial wellness.

Jeff has answers to many of today’s financial questions:

  • How to have productive discussions with your family about your finances?
  • When to have credit in your name and how much to have?
  • Why you should know & manage your credit score?
  • What to do with a budget?
  • Who will help you if you can’t help yourself?
  • Where can you go to get additional insights?
BizEnergize Featured Presenter,  Jeff Kort:

Jeff Kort is a financial advisor with Munn & Morris Financial Advisors (MMFA).  Jeff’s firm is aligned  with a commitment first to their clients’ best interests.  By continuing to develop relationships, he gains both a comprehensive and a confidential understanding of your needs and goals, and customizes financial solution options to achieve the objectives.

Jeff Kort was born in Kansas City, and an adopted native of Dallas for the past 20 years, Jeffgraduated from Indiana University with an Accounting degree and earned his CPA while at Coopers&Lybrand.  While at Sprint, Jeff also earned an MBA and completed the CERTIFIED FINANCIAL PLANNER ™ Certification program at SMU.

Jeff is actively involved with Temple Shalom, Leadership Richardson, Boy Scout Troop 444, his Children’s schools, and the Wounded Warrior and Snowball Express projects. He relishes time with his wife, children, extended family and friends as well.  He also enjoys Dallas area dining, loves to travel, is an avid sports fan, and smiles at opportunities to serve others.

Learn More about Munn & Morris Financial Advisors, Dallas

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