May 2025

Planting the Seeds of Money-Conscious Money Habits

The May 2025 edition of The Insight Series takes us to the idea of life’s soil, as we explore the concept of “planting” with our money. 

We’re closely aligning with nature’s cues throughout the 2025 season of The Insight Series. May in the Midwest presents the opportunity to place the seeds in the soil.

Together, we’ll plant the proverbial seeds of money-conscious money habits. 

Here are two key areas where we focus our attention in May’s session:

• Educational Moment: Mechanics of Investing: Dollar Cost Averaging
• Special Guest Segment: Sowing the Seeds of Habits with Karen Abel Jepsen

If you have questions before or after watching the replay, don’t hesitate to email them to us at clients@pleasantwealth.com. 

May’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).