Description:In this episode of the HBA Conversation and Connections podcast, we sit down with Stephanie, a Financial Security Advisor and Employee Benefits expert with a wealth of experience in helping her clients achieve their financial goals. Stephanie shares insights on how she creates personalized financial plans that reflect the unique objectives of each of her clients and discusses some of the common misconceptions about financial planning that she works to address. We also get to know Stephanie on a personal level, learning about her involvement in charitable organizations and her commitment to giving back to her community. Take advantage of this informative and engaging conversation with one of the leading women in finance!Show Notes:You can also find more information on the website: https://basiswealth.com/Smart planning for Professional Families. Check out this video.LinkedIn Stephanie KotsopoulosNeed more Financial Information – Check out the Basis Blog100 Women Who Care Markham – We are 100+ women in Markham who care about local community causes and who are committed to community service. We gather for just one hour every three months where, at each meeting, we jointly select a local charity or not-for-profit organization and write a $100 cheque (per person) to the selected organization. about how 100 Women works in this article from the Markham Economist & Sun! Women Pool Spending Power in Unique Charity InitiativeDon't miss out on any HBA workshops, webinars, and networking events.Follow our HBA Canada LinkedIn page: https://www.linkedin.com/showcase/hba-canada-region💡You can find more information on HBA membership, events and more on our website: https://www.hbanet.org/chapters/canadaregion🎙 Have a topic you would be interested in hearing more about, or want to be on the podcast, email me at [email protected] or find me on LinkedIn Kristina Belyea

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