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January 2025
January 28, 2025
Putting Our Advisors on the Hot Seat with Liz Hand, CFP®, ACC
This month, we’re unveiling some exciting news related to a new format for The Insight Series. Our goal is to continue shaping this client-exclusive event so that you get the most out of it. We’ll have all you need to know about that in the replay.
As we transition to this updated format in the coming months, we’ll spend the first two installments of 2025 focused on getting even more familiar with each of our advisors at Pleasant Wealth. In January’s conversation, Liz will put Clinton Miller, CFP®; John Mullett, CIMA®, and Tiffany Troyer on the proverbial hot seat, as we learn more about their backgrounds, their areas of specialization, and more.
If you have questions on your mind during or after watching the replay, don’t hesitate to submit them to us by sending an email to [email protected].
January’s Conversation Host
Liz Hand, CFP®, ACC
Liz Hand, CFP®, ACC, is a financial advisor and a trained Life Coach who focuses on serving women closing in on retirement or women who are already retired. With a knack for retirement income design and women’s finances, Liz shares complex financial ideas in practical terms.
Involved in the community in various capacities, she is on the board of Women’s Impact and involved as the youth sponsor at First Mennonite Church in Canton. Liz and her husband, Nate, enjoy raising their sons, Mason & Brennan. A weekend with free time finds them enjoying downtown Canton eats & events, camping, and dreaming of getting to more National Parks (a family goal to visit them all).