Tag: Education

FEATURE
The Healthy Advisor: The Emotional and Financial Strains of Addiction with Cheryl Canzanella

The Healthy Advisor: The Emotional and Financial Strains of Addiction with Cheryl Canzanella

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As the staggering number of Opioid overdoses and deaths continue to increase, so does the threat on family finances and retirement dreams. Cheryl Canzanella knows that all too well.

In August 2017, she lost her husband to an accidental overdose, exposing her to the horrific realities of the opioid crisis.

Since his death, she’s made it her mission to educate employers and her peers in the financial services industry on how the Opioid epidemic is not only ripping families apart emotionally but also financially by diminishing careers, draining financial assets, and crushing retirement dreams.

Join WealthManagement.com Managing Editor Diana Britton and Cheryl Canzanella, a Retirement Solutions Advisor at Movement Mortgage, in discussing the emotional and financial strains of addiction and how the financial industry can become part of the solution through awareness, education, and empathetic client support.

Cheryl touches on: 

  • How her husband’s struggle with substance use disorder affected her life
  • Addiction signs and red flags
  • Financial burdens and challenges faced by families dealing with addiction
  • How she first talked about her husband’s death and the realization she wanted to share his story more openly
  • The role financial advisors should play in the Opioid epidemic

Resources: 

Connect With Cheryl Canzanella:

Connect With Wealth Management:

About Our Guest:

With over 23 years of experience in the insurance and financial services industry, Cheryl has joined Movement Mortgage as a Retirement Solutions Advisor to continue her passion for helping individuals reach their retirement goals. Although she is not a licensed loan officer, her primary focus is working with financial professionals to offer strategies of using a Reverse Mortgage for Financial and Estate Planning. She is an active member of the National Association of Insurance and Financial Advisors (NAIFA), where she serves at the local, state and national levels and had the honor of serving as the past president of NAIFA Northeast Florida and has been awarded the NAIFA Florida President’s Award. Additionally, in 2019, she was recognized as the NAIFA National Young Advisor Team Leader of the Year. She is a member of Financial Planning Association (FPA) and Women in Insurance and Financial Services (WIFS). 

 

If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com.

The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify and wherever podcasts are found.

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FEATURE
The Healthy Advisor: Leaning Into a Diagnosis in the Family With Will Hoffman

The Healthy Advisor: Leaning Into a Diagnosis in the Family With Will Hoffman

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At just 10 years old, William Hoffman’s son Liam was diagnosed with neurofibromatosis (NF), a rare genetic condition that causes tumors to grow on nerves throughout the body. When Will and his family got the news, they could have succumbed to despair. 

Instead, Will leaned into it, and has made it his mission to find a cure for Liam and set an example for his sons around overcoming the struggles that life may deal you. He and his wife have been active participants in the NF community, raising awareness and money for a cure. 

In this episode, WealthManagement.com Managing Editor Diana Britton speaks with Hoffman, founder of Hoffman Wealth Management, about his journey with Liam’s diagnosis and his dedication to raising awareness about the struggles of those with NF.

Will focuses on: 

  • How Liam’s diagnosis impact Will and the family
  • How it reshaped his priorities in business and life
  • How he is raising awareness for this diagnosis
  • Why families must stay together and lean on their support system during difficult times
  • Why mental health awareness is important for financial advisors

Resources: 

Connect With Will Hoffman:

Connect With Wealth Management & NREI:

If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com.

The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify and wherever podcasts are found.



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FEATURE
The Healthy Advisor: The Loss of a Loved One and a Passion for Suicide Prevention With Larry Sprung

The Healthy Advisor: The Loss of a Loved One and a Passion for Suicide Prevention With Larry Sprung

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On average, there are 130 suicides per day, according to the American Foundation for Suicide Prevention, and individuals who work in financial services are 1.5 times more likely to commit suicide than the national average, according to the National Occupational Mortality Surveillance. 

Right before advisor Larry Sprung was set to break away and launch his own firm, his brother-in-law Keith Milano, who had suffered from bipolar disorder, died by suicide. Now Larry’s dedicated much of his time and energy to bringing awareness to mental health and suicide prevention, including serving on the board of the American Foundation for Suicide Prevention and raising in excess of $1.7 million for that organization.

In this episode, WealthManagement.com’s Managing Editor Diana Britton is joined by Larry Sprung, founder and wealth advisor at Mitlin Financial in Hauppauge, N.Y. Larry shares the story of his brother-in-law’s suicide and recounts what lead up to the loss, how it has changed his personal and professional values, and the importance of increasing knowledge and understanding around mental health every day.

Larry discusses: 

  • The events leading up to his brother-in-law’s suicide and how he coped with it
  • How Larry and his wife have brought awareness to mental health issues
  • How the industry deals with issues of mental health
  • How advisors can incorporate mental health into their practices
  • The need for destigmatizing mental health disorders
  • And more

Resources:

Connect With Larry Sprung:

Connect With Wealth Management & NREI:

 About Our Guest:

Larry Sprung founded Mitlin Financial, Inc., in 2004 with a focus on prioritizing clients first. He and his team consistently help clients make healthy financial decisions and offer a tremendous client experience that leverages today’s top tools and technology.

Today, he leads the planning and asset management services at Mitlin, in addition to focusing on business development. Larry is also committed to offering educational workshops where he shares his knowledge and insights on a diverse set of financial topics. He is a frequent speaker at industry conferences and regularly films the firm’s “Mitlin Minute” videos that provide important information on relevant financial topics. Larry also hosts the Mitlin Money Mindset podcast.



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