Рет қаралды 19
One on One with Swope Health: H. David Whalen
Swope Health announces a new edition of its podcast, One on One with Swope Health, featuring H. David Whalen, a financial advisor with Equity Wealth Partners.
Eric Wesson, founder and publisher of The Next Page KC, a newspaper focused on the Black community, hosts the show’s conversations with Kansas Citians about issues of importance to the community’s health and wellbeing.
Whalen has been a trusted financial adviser in Kansas City for more 15 years. He says his mission is to develop positive long-term relationships with clients, to help them pursue their personal and financial goals. At heart, he is an educator, guiding people on understanding and managing money.
He is a mentor to boys, working through a group he founded called Bow Ties and Ties. He also frequently conducts financial literacy classes in the community. He is a former member of the Board of Directors of Swope Health.
In this conversation, he discusses why financial education is so important.