Hype - July Lattes with Leadership

Tuesday, July 16, 2024 (8:00 AM - 9:00 AM) (CDT)

Description

July Lattes with Leadership features Gail Urban, Financial Advisor at Amicus Wealth Partners. $5 Hype Non-Members. Free for Hype Members. Learn more about Gail below.

Gail Urban has been a licensed Financial Advisor since 2009 specializing in helping individuals build and protect wealth. Prior to personal financial advising, she worked as a business financial manager in several industries for about 25 years. In order to better serve her clients, she has earned the designations of Accredited Asset Management Specialist (AAMS®) and Certified Financial Planner (CFP®). Gail’s education background includes a Master’s of Business Administration (MBA), majoring in Management, from Washburn University, and a Bachelor’s of Business Administration (BBA), majoring in Finance and Economics.

Gail is proud to serve a wide variety of clients, whose goals range from growing wealth, to planning and living a successful retirement, to saving for higher education expenses. She regularly works with multi-generational families to develop unique strategies of wealth transfer. Many of her clients are also small business owners with whom she creates strategies for business succession, growing wealth, reducing taxes, and transferring wealth.

Gail relishes the opportunity to help others achieve success. She truly believes that a positive, practical, and creative relationship with money can open a door to more choices in life. Gail feels blessed to help others as they strive to create their ideal financial lives.

Outside of AMICUS Wealth Partners, Gail loves spending time with her family, including her four grown children and five grandchildren. She is active in her local community, serving as a member of the Chamber of Commerce, City Parks & Recreation initiatives, Fairy Godmothers, Big Brother and Big Sisters, and her local church. Gail also enjoys traveling, cooking, scuba diving, swimming, old Corvettes, sporting events, concerts, and her two dogs, Titan and Tesla.

Brothers Coffee Co.
1437 Anderson Ave
Manhattan, KS United States
Event Contact
Allison Muth
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Tuesday, July 16, 2024 (8:00 AM - 9:00 AM) (CDT)
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