Tag Archives: Financial Wellness

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.

POWER LUNCH

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

RSVP Here for POWER LUNCH

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!