ExplO+re Class: Financial Wellness

An open, engaging and inclusive discussion about life planning, transition planning, giving & sharing, credit & taxes, savings & retirement, aging parents, budgeting, etc. Bring your questions and curiosity.

Beth is a Certified Financial Transitionist® (CeFT®), a Registered Life Planner (RLP®), and an Investment Adviser Representative of Third Eye Associates, Ltd., a Registered Investment Adviser. Beth’s professional credentials include membership in the Financial Planning Association, the Kinder Institute of Life Planning, and the Sudden Money® Institute, where she serves on the advisory board. She has completed the Life Planning curriculum in the Kinder EVOKE® Method and the Mastery program at the Sudden Money® Institute. She has completed the Accredited Investment Fiduciary (AIF®) curriculum through the Center for Fiduciary Studies, associated with the University of Pittsburgh Joseph M. Katz Graduate School of Business.

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