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!

McBeath Financial Focus Episode 1

McBeath Financial Focus Series with Krista McBeath

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.

Liquid Money Options

Julie Workman on McBeath Financial Focus

McBeath Financial Focus Featuring Julie Workman on Liquid Money Options

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.

McBeath Financial Focus Featuring Julie Workman on Liquid Money Options

McBeath Financial Group

Related tracks