Building relationships and financial plans for over 85 years
1401 South Florida Avenue
Lakeland, FL 33803
Toll Free: 1 (800) 950-2526
Phone: (863) 688-9000
Fax: (863) 616-6354
7380 Murrell Road, Suite 100
Viera, FL 32940
Toll Free: 1 (855) 655-3131
Phone: (321) 253-3131
Fax: (321) 253-3141
250 Avenue K SW, Suite 106
Winter Haven, FL 33880
Toll Free: 1 (800) 678-7411
Phone: (863) 294-7411
Fax: (863) 294-4017
Laura Hawley – CFP®, President at Allen & Company
Dana Hurley – Financial Advisor at Allen & Company
Marcy Zyonse – Owner of Live the Dream Travel
Michael Marotz – Recreation Supervisor at City of Lakeland
Today’s show will discuss Summer Programs, summer and Family Vacations, planning and budgeting for your vacation, new Travel Trends, travel within the area, Lakeland city run camps, and how much you should expect to pay. Special guest includes Marcy Zyonse and Michael Marotz.
People spend more time panning their vacation than they do planning their retirement. – Laura Hawley, CFP®, Senior Vice President at Allen & Company.
The average family carries $6k in debt on their credit cards. – Dana Hurley, Financial Advisor at Allen & Company.
25% of your income should be towards your housing expense. – Dana Hurley, Financial Advisor at Allen & Company.
Marcy Zyonse Owner of Live the Dream Travel
LinkedIn – Marcy Zyonse
Live The Dream Travel – Marcy Zyonse
Dana Hurley Financial Advisor at Allen & Company
Allen & Company – Dana Hurley
LinkedIn – Dana Hurley