Description

Join us for the Lake Norman Chamber's Huntersville Connection networking event held via Zoom every Tuesday morning from 7:30 am to 8:30 am. Each week features a guest speaker enriching attendees with valuable insights. Don't miss this opportunity to network and learn. See you there! 

The Spotlight Speaker for Tuesday, August 27^th with Kristen Thomas with N/L Financial Services

Topic:   an overview of N/L Financial Services & Financial Planning

My name is Kristen Thomas, and I am Certified Financial Planner™. I have been in the area for eight years and originally from the Pittsburgh, PA area. I began my career working for a large investment firm in downtown Pittsburgh. My role within the company was to partner with financial advisors to help find investment solutions for their clients. Through that experience, I learned that my passion is for the financial planning side of the business, which led me to becoming a Financial Advisor.

Being a Certified Financial Planner™, my focus is helping clients develop a comprehensive financial strategy where we can plan out your goals and objectives for many years to come. Some of the areas that we can help with are investment management, retirement projections, goal planning and scenario analysis. While these are a few of our primary areas of focus, there are many other financial planning topics that we can discuss and assist our clients with. I would love the opportunity to connect and learn more about you individually.

Step into the spotlight with our Zoom session! Join us for an illuminating discussion, where we'll shine a light on key insights, strategies, and opportunities. Don't miss this chance to gather valuable knowledge and connect with fellow professionals. See you in the spotlight!

Here’s the link: 

Join Zoom Meeting 

https://us02web.zoom.us/j/87223210328

Meeting ID: 872 2321 0328