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2019 Archives for February 2019

Archives for February 2019

Kim Lee Kenawell: Financial adviser by day, fire department volunteer by night

February 26, 2019 by Avantra Leave a Comment

Kim Lee Kenawell did not grow up wanting to go into finance. At first, she thought she wanted to attend medical school. Then she thought she might want to try law school. An undergraduate degree in economics, she thought as a college student, might be helpful for that line of work. But as she delved […]

Filed Under: Avantra In the News

Advisor Who Assisted At 9/11 Crash Site Helps Clients Get Through Divorce

February 26, 2019 by Avantra Leave a Comment

Kim Kenawell wants to bring harmony to families in divorce, and she’s using empathy to do it. “Your expertise shines when everything goes bad,” said Kenawell-Hoffecker. “You can help [clients] through the good, but helping them through the bad — that’s critical.” Read more at https://www.fa-mag.com/news/kim-kenawell-hoffecker-shares-how-she-s-able-to-be-there-for-the-good-and-the-bad-with-clients-38527.html

Filed Under: Avantra In the News

New trend in divorce aims to leave couples financially stable

February 26, 2019 by Avantra Leave a Comment

Kim Lee Kenawell speaks with ABC 27 on the benefit of pursuing a collaborative process in divorce. Listen here: https://www.abc27.com/investigators/investigations/new-trend-in-divorce-aims-to-leave-couples-financially-stable/1169897890

Filed Under: Avantra In the News, Uncategorized

Smart Talk May 2018

February 26, 2019 by Avantra Leave a Comment

Kim Lee Kenawell joins the WITF Smart Talk studio to discuss how important it is to protect your financial future in marriage if the unexpected happens. In this broadcast, learn about the top three must-dos for newlyweds of any age to secure their financial future. Listen now: http://www.witf.org/smart-talk/2018/05/poll-american-positive-on-immigrantsnewlywed-finances.php

Filed Under: Avantra In the News, Uncategorized

A Plan for Your Children Could Save Your Retirement

February 26, 2019 by Avantra Leave a Comment

This article from the Wall Street Journal discusses steps parents can take when their children are young, setting the foundation for financial independence. Founding partner Kim Lee Kenawell shares her methodology for a holistic approach to saving and sharing responsibility with your children as they approach adulthood. Read more here: https://www.wsj.com/articles/a-plan-for-your-children-could-save-your-retirement-1531834163

Filed Under: Avantra In the News, Uncategorized

Divorce, women and wealth: 3 steps to safeguard your financial future

February 26, 2019 by Avantra Leave a Comment

Kim Lee Kenawell shares with the Central Penn Business Journal as well as Penn Live. This article provides pointers in establishing financial security during times of tumult. Follow the link to read more: http://www.cpbj.com/article/20180821/CPBJ01/180729977/divorce-women-and-wealth-3-steps-to-safeguard-your-financial-future. This article also can be found at Penn Life: https://www.pennlive.com/opinion/2018/07/divorce_women_and_wealth_3_ste.html

Filed Under: Avantra In the News, Uncategorized

National Financial Planning Month: Save early and plan for the unexpected

February 26, 2019 by Avantra Leave a Comment

Frank Collins of Avantra Family Wealth shared his best tips with CBS 21 for National Financial Planning Month. Read what he said following this link: https://local21news.com/news/local/national-financial-planning-month-save-early-and-plan-for-the-unexpected

Filed Under: Avantra In the News, Uncategorized

Wild ways advisors win over clients

February 26, 2019 by Avantra Leave a Comment

Avantra Family Wealth featured on financial-planning.com, the network for financial advisors. Read about how Kim Lee Kenawell connects with clients on a personal level: https://www.financial-planning.com/list/financial-advisors-share-unique-ways-they-connect-with-clients

Filed Under: Avantra In the News, Uncategorized

Founding Partner featured in Susquehanna Style 2018

February 26, 2019 by Avantra Leave a Comment

Kim Lee Kenawell featured in the Susquehanna Style, the premier lifestyle magazine in the Susquehanna Valley. Read more about her profile in the 2018 Women of Style list at https://susquehannastyle.com/style/people/women-of-style-2018/.

Filed Under: Avantra In the News, Uncategorized

Are you actually prepared for entrepreneurship?

February 25, 2019 by Avantra Leave a Comment

Are you thinking about starting a business? Make sure you’re prepared. Here is our co-founder, Kim Lee Kenawell, MSFS, AWMA, CDFA, CRPC, with some pointers for you. Read more at https://www.pabusinesscentral.com/articles/are-you-actually-prepared-for-entrepreneurship/.

Filed Under: Avantra In the News, Uncategorized Tagged With: advice, business, entrepreneurship, women

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