Tag Archives: Dallas Business Networking

Top 10 Tips for Financial Wellness with Jeff Kort

Jeff Kort, Investment Advisor
Picture: Jeff Kort

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. You don’t have to know it all, but, you should have a trusted advisor to help you with what you do not know.

Jeff has answers to many of today’s issues:

  • 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?

About Jeff:

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, with constant personal attention and a comprehensive, solution-focused approach. 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 was born in Kansas City, and an adopted native of Dallas for the past 20 years. He graduated 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.


Our BizEnergize Power Lunch is on July 20, 2017. Our speaker is Jeff Kort, and his topic is Top 10 Tips for Financial Wellness.


WHEN: Thursday, July 20, 2017, 11:30 am – 1:00 pm
WHERE: Crossroads Diner,
17194 Preston Road, Suite 101
Dallas, TX 75248

Before our speaker begins, each attendee will have the opportunity to share a 15-second message about themselves and their business. Be prepared to share your value message with us and other attendees as you build your contacts in our cooperative community. This will help us all get to know each other better.

BizEnergize organizes this Power Lunch for our members to get up-close and understand the value that our featured presenter offers. You will have a delicious learning experience with your BizEnergize friends.

Your only cost is for a delicious lunch! Learn, network & leave with useful takeaways!

You may attend free (pay only for your lunch), but please register here to RSVP, as space is limited. We hope to see you at the BizEnergize Power Lunch, and we appreciate any questions or feedback in the meantime!

Don’t miss this informative Power Lunch!

Sean Schoenmakers, ActionCOACH

BizEnergize Featured Presenter, Sean Shoenmakers - Business Coach
Sean Shoenmakers, ActionCOACH Business Coach

Ever feel like there just isn’t enough time in the day?

This month’s BizEnergize featured presenter will help you!

We’re honored and excited to have Sean Schoenmakers, ActionCOACH as our BizEnergize Featured Presenter for the month of June, 2017!

MONEY… isn’t it about TIME?!

We’ve all made the excuses about time and not having enough of it.  Ever hear the acronym “T.I.M.E. – Time Is My Excuse!”  In business, time is our most precious commodity, a vessel for our skills, and how we use it determines our success.  Not sometimes, 100% of the time!

See Sean in June! P.M. Business Mixer Power Lunch
When? Tues June 13th Thursday, June 22nd
Where? Manny’s Tex Mex
7601 Campbell Road, Suite 725
Dallas, TX 75248Far North Dallas, Texas

Crossroads Diner, Preston at Campbell

Far North Dallas, Texas

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

What you’ll learn at “Money…isn’t it about TIME?!”

•Learn how to better use time to your advantage

•Budget your time and achieve focus with a Default Calendar or Default Diary

•Learn “10 Time Management Techniques Worth Using”

•Learn simple and productive ways to better run your schedule in contrast to letting your schedule run you

•Learn how to effectively plan and schedule activities around cash flow generating and profit-making activities

Come network and join other successful business owners as we share strategies that have helped ActionCOACH clients around the world be happier, more successful, and feel more free.

Sean Schoenmakers – Short Biography

Sean is originally from San Antonio and a graduate of MIT.  He worked at Raytheon Company in design, manufacturing, supply chain, and project management, and graduated from a 2‐year Leadership Development Program.  Sean is a three‐time small business owner, a certified business coach, and is part of an ActionCOACH network of 1400 coaches in 73 countries around the world.  He has traveled to 23 different countries and plays most sports including ice hockey—his favorite.

Contact Sean and Learn More about ActionCOACH Business Coaching

Sean Shoenmakers on Facebook

Sean Shoenmakers on YouTube

About BizEnergize  |  The BizEnergize Power Team |

Power Lunch | BizEnergize P.M. Business Networking Mixer

Learn About Next Month’s BizEnergize Featured Presenter