Welcome back to another edition of Women and Wealth!
This week’s episode brings guest Rebecca Roskey-Brunner and her unique career that brings an invaluable service to her clients: Help with healthcare.
Rebecca is the president of Complete Care Strategies, which has been providing its unique blend of in-home care, geriatric care management, special needs care management, and patient advocacy to families.
Rebecca discusses how she discovered this niche and her passion for it – as well as more about who she helps and what she actually does. Spoiler: It’s not what you think.
Additionally, Rebecca discusses her vision for retirement and the challenges she’s faced as a professional woman – both as a nurse and now, as an executive.
Episode Highlights:
0:00 - Introduction
0:34 - Meeting Rebecca
2:58 - How Rebecca got into her career
5:25 - “Who usually reaches out?”
8:03 - Helping families with transition
11:20 - Where you can go to learn more about Complete Care Strategies
12:22 - Challenges Rebecca faced as a professional woman
13:42 - “What’s your retirement vision look like?”
20:14 - Today’s action item
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women’s financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH REBECCA
Email: rbrunner@completecarestrategies.com
Second Email: rbrunner@4lifecareservices.com
Cell: (484)678-9941
Fax: 610-380-7272
Website: www.completecarestrategies.com
Second Website: https://4lifecareservices.com
Facebook: https://www.facebook.com/completecarestrategies
Twitter: @CCScaremanager
Linkedin: www.linkedin.com/in/rebecca-roskey-brunner-7aa7a5143
Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org
Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which I am registered to do business, please visit www.forgewealth.com.
This material was prepared by MFS Investment Management. MFS Investment Management is not affiliated with Forge Wealth Management, Private Advisor Group, or LPL Financial.
