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2023-592-E-Housing Dept-Legacy, Insurance, and Financial Education-racial equity consulting
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2023-592-E-Housing Dept-Legacy, Insurance, and Financial Education-racial equity consulting
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10/24/2023 2:45:11 PM
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10/24/2023 2:44:55 PM
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Contract
Date
10/5/2023
Contract Starting Date
10/5/2023
Contract Ending Date
10/13/2023
Contract Document Type
Contract
Amount
$20,000.00
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8 <br />The Breakpoint Initiative <br /> <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 and <br />President of The L.I.F.E. Group (Legacy, <br />Insurance, and Financial Education) as well as <br />an avid investor and 16-year entrepreneur. As a <br />consultant, and author of “4 True Lies about <br />Your Money”, he is nationally recognized as an <br />advocate for corporate health, employee <br />engagement, and financial wellness. <br />Thomas spent 10 years as a Financial Advisor <br />with Bankers Life and Casualty where he rose <br />the ranks to become a Unit Supervisor and led <br />the region in production. The Bankers Life <br />model is based on Retirement income and Legacy planning. It was in building relationships <br />with retired business owners, managing corporate exits, and succession planning where he <br />found his passion for working with Business Owners and Executives to cement their vision <br />and build healthy cultures where people can thrive. <br />With a track record of success, and great <br />relationships within the Investment advisory <br />industry, Thomas went on to become the <br />Managing Director of a Millennial-focused <br />Advisory firm in Uptown Charlotte. While <br />growing a team of Advisors, he worked with <br />budding Entrepreneurs and Start-up companies <br />that used seed money, venture capital, and <br />crowdfunding to expand. He has worked to grow <br />healthy companies from the very beginning and <br />helped successful companies close their doors. <br />Thomas has consulted with several Fortune 500 <br />companies and enjoyed a flourishing career as a Financial Advisor before retiring his <br />securities licenses. He is a graduate of Davidson College and a student of life. <br /> <br /> <br /> <br /> <br />DocuSign Envelope ID: 52B91A25-DC03-4705-8B97-2952625DBF63
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