A Conversation on Financial & Mental Wellbeing
Join us and participate in a panel discussion and breakout sessions featuring experts in finance, mental health, and wellness. We’ll share insights on how financial security contributes to mental health, providing valuable strategies for managing stress and fostering resilience.
Details:
Covering topics related to financial & mental wellbeing
• The Basics of Personal Finance
• Organizing your Financial Life through the 5 Pillars of Financial Planning
• Building Wealth: Understanding Retirement
Meet our
Featured Speakers
Karen Lommel, DO, MHA, MS, currently serves as the chief medical officer for behavioral health and chair of the Department of Psychiatry at Prisma Health in Greenville, South Carolina. She currently practices as an emergency physician as well as an adult and child and adolescent psychiatrist.
Edwin began his financial services career in 2002 with UBS and most recently served as Senior Vice President with Raymond James, before opening Janney’s First office in Greenville, SC in 2019. He enjoys spending time with his family and encouraging his daughters who are pursuing their careers. Edwin leads Waingart Wealth Advisors and is equipped to handle the many facets of a client’s financial life, helping clients pursue their financial objectives while striving to anticipate and minimize market concerns.
Tom Keene, CFA, is a senior insurance portfolio manager at Voya Investment Management, responsible for management of the Alternatives portfolio for the Voya general account portfolio. Tom also acts as a partner to Voya’s product development team to structure Voya sponsored product offerings for distribution into the insurance channel in regulatory capital efficient formats.
Jill Kinney is the Regional Banking Executive for First National Bank’s (FNB) Charlotte, Piedmont Triad and South Carolina Regions and is responsible for developing and implementing FNB’s Retail Banking strategy for markets spanning dozens of counties in North and South Carolina. She also focuses on connecting customers with FNB’s suite of leading digital technology and Clicks-to-Bricks program, which is designed to seamlessly integrate the Bank’s in-branch, online and mobile delivery channels. Kinney and her team provide consumers and small businesses with solutions based on their unique goals and needs.
Event Schedule
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