Welcome to the kickoff of Season Two! Join us as we unpack financial intentionality, living life by design, and the vital role of communication in financial planning.
Tom Fleishel revisits some standout episodes from the previous season and provides insights into what’s new and exciting this season. Highlights include cybersecurity tips from Jessica Rice, invaluable advice on planning for aging parents with Raymond James experts Amanda Stahl and David Marshall, and the significance of starting your financial life by design, as outlined in Tom’s new book.
Plus, meet COO Dawn Hall, who shares her unique journey with Fleishel Financial and her integral role in ensuring a seamless client experience.
Episode highlights include:
- Protecting your digital life from cybersecurity threats
- Navigating conversations with aging parents about their future
- Writing a financial guidebook: Challenges and insights
- Behind the scenes with COO Dawn Hall and team dynamics
- And more!
Resources:
- Schedule A Call with the Fleishel Financial Team
- Hack-Proof Your Life: Cybersecurity Survival with Jessica Rice (Ep.9)
- Planning for Aging Parents with Amanda Stahl and David Marsh (Ep.11)
- New Book! Clarity and Confidence for Life® (Ep.15)
- “Clarity and Confidence for Life” by Tom Fleishel
Connect with Dawn Hall:
Connect with Tom Fleishel:
- (386) 738-1800
- fleishelfinancial@raymondjames.com
- LinkedIn: Thomas Fleishel
- Fleishel Financial Associates
About Dawn Hall:
Dawn Hall is the Chief Operations Officer at Fleishel Financial Associates, where she oversees the day-to-day operations of the firm. With over 20 years of experience in operations management, Dawn is committed to creating a secure and positive environment for both employees and clients. She holds a BS in Communications and is a proud graduate of DeLand High School.
Outside of work, Dawn is happily married with two children and multiple dogs. She is passionate about conservation and advocating for veterans’ rights. On weekends, Dawn can often be found at one of the local dog beaches with their family.