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PLANNING YOUR TOMORROW AND LOOKING BACK AT YESTERDAY

by: LAURA HAWLEY guest: Holland Henderson December 20, 2017
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Host
Laura Hawley – CFP®, President at Allen & Company

Co-Host
Holland Henderson – Financial Advisor at Allen & Company

Guest
Lauren Springfield – Manager of Community Health Outreach at Lakeland Regional Health

In this episode, we discuss retirement, the importance of putting together the right retirement team for your future, planning for tomorrow, and determining the right professional based on your needs. We will welcome special guest Lauren Springfield, Manager of Community Health Outreach at Lakeland Regional Health to discuss the first annual Fit Church Challenge.

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In this episode we cover:

  • Retirement, your team and your future (1:30)
  • Building that winning financial team (5:34)
  • The pros and cons of gifting stocks (10:12)
  • Recruiting and building your professional retirement team (12:27)
  • Questions and answers from advisor to client (26:14)
  • Special guest, Lauren Springfield, Manager of Community Health Outreach at Lakeland Regional Health to discuss the first annual Fit Church Challenge and community outreach (31:56)

Tweetable Topics:

There’s nothing wrong with (legal) tax avoidance. – Laura Hawley, CFP®, President at Allen & Company

Most of the time people don’t talk to their tax professionals until after the new year gets going. – Laura Hawley, CFP®, President at Allen & Company

Control what you can control. – Laura Hawley, CFP®, President at Allen & Company

Rule #1: There’s no stupid question. – Laura Hawley, CFP®, President at Allen & Company

Average commuting time is about 51 minutes a day. – Holland Henderson, Financial Advisor at Allen & Company

When talking about your tax professional, pick a person that understands what your needs are, and understands what you are looking for. – Holland Henderson, Financial Advisor at Allen & Company

Connect with:

Laura Hawley – CFP®, President at Allen & Company
Allen & Company – Laura Hawley

Holland Henderson – Financial Advisor at Allen & Company
Allen & Company – Holland Henderson
LinkedIn – Holland Henderson

Lauren Springfield – Manager of Community Health Outreach at Lakeland Regional Health
LinkedIn – Lauren Springfield

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About LAURA HAWLEY

Laura began her lifelong career at Allen & Company as one of the youngest Financial Advisors in Florida more than 30 years ago.

A CERTIFIED FINANCIAL PLANNER, Laura joined Allen & Company in 1983 and now serves as Senior Vice President and Chairperson of the Executive Committee. In addition, she was appointed to the Board of Directors in 2001. Laura played a crucial role in establishing the Viera office and served as Branch Manager until 2015. She holds Series 7, 66 and 24 licenses, as well as her Life, Health and Variable Annuities.

Laura’s holistic approach to financial planning, and her passion...