You're invited to join us for an educational and engaging event hosted by Cerity Partners.
WHEN
Tuesday, October 8th, 2024
10:00AM – 11:00AM ET Coffee and Bagels Provided
WHERE
Cerity Partners - 3rd Floor
2201 High Wickham Pl.
Louisville, KY 40245
Cerity Partners | Tuesday, October 8th, 2024
Jenny is a Principal Financial Advisor and a dynamic leader who spearheads a team dedicated to helping clients achieve their personal financial planning goals. With a sharp focus on integrating critical decisions surrounding Social Security, Medicare, and legacy and estate planning, Jenny ensures that every financial plan is comprehensive, forward-thinking, and tailored to secure her clients' financial futures.
Quince Cheatham is a dedicated member of Jenny's team, working closely under her guidance to help clients achieve their financial planning objectives. With a keen eye for detail and a commitment to excellence, Quince plays an integral role in ensuring that each financial plan thoughtfully incorporates key aspects of Social Security, Medicare, and legacy and estate planning. Her collaborative approach and deep understanding of financial strategies make her an invaluable asset to the team and the clients they serve.