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McBeath Financial Focus is a monthly feature series, presented by Krista McBeath of McBeath Financial Group, a financial services company located in Bloomington Normal, IL.
the Focus series highlights prominent local specialists focusing on a specific topic where financial services/retirement planning intersects with their field of expertise. We’ve chosen guests that are respected community members in their field that can offer solid advice, as well as entertain!
Krista McBeath is the founder and President of McBeath Financial Group, Normal, IL. The firm covers all areas of financial management, from investment and retirement planning to risk management, strategic income planning and estate conservation.
Krista is a member of the National Association of Insurance and Financial Advisors, The National Ethics Association, National Association of Fixed Annuities, National Association of Tax Preparers, as well as a Court of the Table member for the Million Dollar Round Table. Krista also is proud to have earned the designation of Chartered Financial Consultant (ChFC®) in 2015.
the Focus series highlights prominent local specialists focusing on a specific topic where financial services/retirement planning intersects with their field of expertise. We’ve chosen guests that are respected community members in their field that can offer solid advice, as well as entertain!
Krista McBeath is the founder and President of McBeath Financial Group, Normal, IL. The firm covers all areas of financial management, from investment and retirement planning to risk management, strategic income planning and estate conservation.
Krista is a member of the National Association of Insurance and Financial Advisors, The National Ethics Association, National Association of Fixed Annuities, National Association of Tax Preparers, as well as a Court of the Table member for the Million Dollar Round Table. Krista also is proud to have earned the designation of Chartered Financial Consultant (ChFC®) in 2015.
6 Episodes
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McBeath Financial Focus presents Central Illinois experts in fields relating to family finances and retirement. This sixth episode features Julie Workman, Vice President of Marketing and Business Development at Mid-Illini Credit Union. She shares her expertise in short-term, liquid money options, which are so critical to a working financial plan. Julie explains several options available for both easy access to funds with low risk and some gains.
The fifth episode of McBeath Financial Focus financial and retirement show features a charitable organization that is dear to our heart's, the Humane Society of Central Illinois (HSCI) with an incredibly passionate volunteer, Kathy Schniedwind. Feel inspired by her energy, and take notes on the HSCI events, volunteer opportunities and effective tax strategies for maximizing contributions to charities!
The fourth episode of McBeath Financial Group education spotlight series features Bill Lawrence, president of P/L/R Insurance Services. Bill shares his property and casualty insurance expertise for how to best combat rising costs and protect your assets with adequate coverage.
The third episode of the McBeath Financial Group educational spotlight series features Chad Sparks, the Public Relations Director for Calvert & Metzler Funeral Home. In this fast-paced interview, Chad reveals the 5 advantages of funeral pre-planning.
The second episode of the McBeath Financial Group educational spotlight series features Estate Planning Attorney, Chad Ritchie of Ritchie Law Office, Ltd covering topics of importance for life, family and legacy.
This very first episode of the McBeath Financial Group educational spotlight series features Krista McBeath with a special host of Brent Kelly, CEO of BizzGrizz. In this special premiere edition presents special insights into Krista and her business as well as an introduction to the series.
Listen and learn why Brent Kelly's selection as a host was paramount and how he influenced the way Krista McBeath reaches out and connects with the Bloomington Normal community and new customers!
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