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Description

#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.

Constance has worked with Bank Of Greater Milwaukee (BOGM) since 2017. This work connects consumers to safe and affordable banking products certified as meeting CFE NAS standard and with banks offering similar low or no cost accounts. This network is more than 30 partners strong and it leverages Constance’s dedication to Volunteer Income Tax Assistance (VITA) and past work with local financial institutions. She has extensive experience building and managing financial education programs in the nonprofit sector, as a credit counselor, volunteer tax preparer, and affordable mortgage lending officer. Her dedication connects underserved consumers to mainstream financial services to improve their financial capability, health, and independence. The Urban Economic Development Association of Wisconsin (UEDA) serves as the convening sponsor for BOGM. Coalition members share best practices and develop innovative ideas particularly focused on assisting youth, first-time job seekers, and families with disabilities. 

Resources Mentioned

https://bankonmilwaukee.org/ https://www.betterinvesting.org/

If you’re looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter

Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event

Grab a copy of “The Baby Billionaire’s Guide to Investing: Building Wealth at an Early Age

If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com

The hashtag for the podcast is #MyInvestingStory

Make sure to follow us on Social Media:

Facebook: @BetterInvestingSFL

Instagram: @BetterInvestingSFL

Linkedin: @BetterInvestingSouthFlorida

Twitter: @BI_SEFL