Kim Lee Kenawell-Hoffecker 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 […]
Avantra In the News
Advisor Who Assisted At 9/11 Crash Site Helps Clients Get Through Divorce
Kim Kenawell-Hoffecker 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
New trend in divorce aims to leave couples financially stable
Kim Kenawell-Hoffecker 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
Smart Talk May 2018
Kim Kenawell-Hoffecker 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
A Plan for Your Children Could Save Your Retirement
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 Kenawell-Hoffecker 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
Divorce, women and wealth: 3 steps to safeguard your financial future
Kim Kenawell-Hoffecker 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
National Financial Planning Month: Save early and plan for the unexpected
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
Wild ways advisors win over clients
Avantra Family Wealth featured on financial-planning.com, the network for financial advisors. Read about how Kim Kenawell-Hoffecker connects with clients on a personal level: https://www.financial-planning.com/list/financial-advisors-share-unique-ways-they-connect-with-clients
Founding Partner featured in Susquehanna Style 2018
Kim Lee Kenawell-Hoffecker 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/.
Are you actually prepared for entrepreneurship?
Are you thinking about starting a business? Make sure you’re prepared. Here is our co-founder, Kim Lee Kenawell-Hoffecker, MSFS, AWMA, CDFA, CRPC, with some pointers for you. Read more at https://www.pabusinesscentral.com/articles/are-you-actually-prepared-for-entrepreneurship/.
