Browse
Search
2022-627-E-Housing Dept-Legacy insurance and financial education
OrangeCountyNC
>
Board of County Commissioners
>
Contracts and Agreements
>
General Contracts and Agreements
>
2020's
>
2022
>
2022-627-E-Housing Dept-Legacy insurance and financial education
Metadata
Thumbnails
Annotations
Entry Properties
Last modified
12/8/2022 2:39:58 PM
Creation date
12/8/2022 2:39:46 PM
Metadata
Fields
Template:
Contract
Date
12/8/2022
Contract Starting Date
12/8/2022
Contract Ending Date
12/8/2022
Contract Document Type
Contract
Amount
$10,000.00
There are no annotations on this page.
Document management portal powered by Laserfiche WebLink 9 © 1998-2015
Laserfiche.
All rights reserved.
/
19
PDF
Print
Pages to print
Enter page numbers and/or page ranges separated by commas. For example, 1,3,5-12.
After downloading, print the document using a PDF reader (e.g. Adobe Reader).
View images
View plain text
3 <br />The Breakpoint Initiative <br />Thomas R-L Johnson-Bean <br />Founder and President of The L.I.F.E. Group <br />Author of “4 True Lies about Your Money” <br />Thomas Johnson-Bean is the Founder <br />and President of The L.I.F.E. Group <br />(Legacy, Insurance, and Financial <br />Education) as well as an avid investor <br />and 16-year entrepreneur. As a <br />consultant, and author of “4 True Lies <br />about Your Money”, he is nationally <br />recognized as an advocate for corporate <br />health, employee engagement, and <br />financial wellness. <br />Thomas spent 10 years as a Financial Advisor with Bankers Life and <br />Casualty where he rose the ranks to become a Unit Supervisor and led the <br />region in production. The Bankers Life model is based on Retirement income <br />and Legacy planning. It was in building relationships with retired business <br />owners, managing corporate exits, and succession planning where he found <br />his passion for working with Business Owners and Executives to cement their <br />vision and build healthy cultures where people can thrive. <br />With a track record of success, and great relationships within the Investment <br />advisory industry, Thomas went on to become the Managing Director of a <br />Millennial-focused Advisory firm in Uptown Charlotte. While growing a <br />team of Advisors, he worked with budding Entrepreneurs and Start-up <br />companies that used seed money, venture capital, and crowdfunding to <br />expand. He has worked to grow healthy companies from the very beginning <br />and helped successful companies close their doors. <br />Thomas has consulted with several Fortune 500 companies and enjoyed a <br />flourishing career as a Financial Advisor before retiring his securities <br />licenses. He is a graduate of Davidson College and a student of life. <br />DocuSign Envelope ID: 6F871CCE-055E-46A1-A81E-C2ED2DA28D40
The URL can be used to link to this page
Your browser does not support the video tag.