WWisdom Series by The W Source™
Episode 04 - The Many Reasons Why Women Need to Plan for a Long Life
Featuring: Dina Mabry, Principal at BGA Insurance
Date: April 24, 2019
What is your long term care plan? Did you know the financial risk is greater for women than men? Find out why that is and how Dina can help find options for yourself and your female clients.
For more information about The W Source™ or the WWisdom Series, please visit www.TheWSource.com.
Trying to schedule a year-end business planning appointment, but YOUR calendar IS working against you?
Make sure to check out our latest Wisdom Series episode! Our member experts give us their current take on business finances, taxes, employee benefits/payroll, company culture, and interpersonal relationships. All of these play a role in your bottom line and we’re here to help.
Featured Panelists
Lily Tran is the Founder of TaxUSign®, a Washington State firm providing virtual tax help for whatever life throws at you. Lily is licensed by the Internal Revenue Service as an Enrolled Agent (EA), a federal program authorizing her to represent taxpayers before the IRS when it comes to audits, collections, and appeals.
Stephanie Reussner’s primary focus at State Street Insurance is health, dental, vision, life and disability benefits for small business clients. Finding the the most robust, but fiscally responsible plan is her aim. She tends to work with employers with 2 up to 100 employees, with the majority falling around 20 employees.
Hannah Peaslee has risen through the ranks of the finance and business management industries over the years and has brought her insight and experience together through the development of HP & Co. At the outset of her career, you’d find Hannah working with a leading retail bank, where she moved up the ladder to investment banking.
Jenny Ryyppa-Rodriguez — I take pride on being a lifelong learner and I strive to be a true resource for my clients. My clients will not only be educated about payroll process, payroll taxes and Heartland's way of improving their payroll experience, but will also be educated about current HR topics and best practices.