This session, Ensuring Financial Wellness During Transition, was inspired by conversations we have had with hundreds of working professionals that we have assisted in their relocation to the Lehigh Valley. Folks in transition – whether it’s moving to a new community, taking a new job, or growing a family often have financial questions, whether that’s:

• How to manage debt
• How to plan for long-term goals
• Preparing for retirement
• Saving for education

The goal of this discussion is to provide some practical tips, so you can take the next step to have confidence in your financial wellbeing.

Joining Katelyn Mack, LINC’s President are two financial experts that live in the Lehigh Valley:

• Laurie Siebert, CPA, CFP, AEP, Senior Vice President, Valley National Financial Advisors. Laurie is a Certified Public Accountant, Certified Financial Planner™ professional, Accredited Estate Planner, Registered Representative, Independent Adviser Representative, and Senior Vice President of Valley National Financial Advisors. Laurie hosts the weekly radio show Your Financial Choices every Wednesday at 6 PM on WDIY 88.1 FM, a local NPR member station. Through her program, she empowers listeners to enhance their financial literacy and make informed decisions for a more secure future.

• Elise Hill, Vice President, Relationship Strategist, PNC Private Bank. Elise is dedicated to understanding the financial goals and aspirations of individuals and families. By leveraging her expertise and resources, she collaborates with clients to develop personalized financial strategies tailored to their unique needs. Passionate about helping others feel confident about their financial future, Elise proudly serves as a Board Member and Chair of the Engagement Committee for the Greater Lehigh Valley Chamber of Commerce, Women’s Business Council.