Resources for Billd: Strategies for a
Brighter Financial Future
Tue, July 19, 2022 | 12 pm CT
Resources for Billd: Strategies for a
Brighter Financial Future
Tue, July 19, 2022 | 12 pm CT
Topics To Be Covered
Tips for Better
Budgeting
Identify how to save in order to achieve your goals.
The Value of Financial Planning for Retirement
Understand how to plan for retirement by exploring money risks.
Investing & Allocating Your Assets
Explore how you can allocate your assets based on your priorities.
The Right Financial Planning Solution for You
Discover the alternatives you have to grow your wealth.
Meet a Qualified
Financial Planner
Learn about the value that a professional wealth advisor can have for your financial life.
Questions and
Answers
Resolve all your doubts and discuss with an expert.
Meet The Experts
Katelyn Bombardiere, CFP®
Zoe Certified Advisor
Katelyn is a Financial Advisor at Commas, where her goal is to make clients feel financially secure by creating personalized financial plans to achieve their desired money goals.
She is passionate about helping the “everyday” investor, aiming to build client relationships that feel like friendships and teams up with clients to work through the “puzzle pieces” of their financial lives.
Jeff Neikrie
Head of Business Development at Zoe
With over 10 years of experience in business development and leadership roles, Jeff is an expert in helping businesses find financial planning resources and solutions for their employees. In his role as Head of Business Development at Zoe, Jeff’s focus has included working to develop strong partnerships with thousands of Zoe Certified Financial Advisory practices in the United States. His expertise ensures each company’s employee finds the right solution for their unique goals.
Meet The Experts
Katelyn Bombardiere, CFP®
Zoe Certified Advisor
Katelyn is a Financial Advisor at Commas, where her goal is to make clients feel financially secure by creating personalized financial plans to achieve their desired money goals.
She is passionate about helping the “everyday” investor, aiming to build client relationships that feel like friendships and teams up with clients to work through the “puzzle pieces” of their financial lives.
Jeff Neikrie
Head of Business Development at Zoe
With over 10 years of experience in business development and leadership roles, Jeff is an expert in helping businesses find financial planning resources and solutions for their employees.
In his role as Head of Business Development at Zoe, Jeff’s focus has included working to develop strong partnerships with thousands of Zoe Certified Financial Advisory practices in the United States. His expertise ensures each company’s employee finds the right solution for their unique goals.
Resources For Billd
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Ready to Grow Your Wealth?
Let us connect you with the best financial advisor near you
Ready to Grow Your Wealth?
Let us connect you with the best financial advisor near you