Sat, 21 December 2013
Money Matters Episode 31 - The Power of Choice - Personal Responsibilty and Financial Choices W/ Jeff Kanaly
On this weeks show we answered the question how does one make good financial decisions in a world dominated by risk and uncertainty. We discussed the book The Power of Choice which is dedicated to the idea that each of us has a choice to better our lives, empower ourselves and reach our goals.
We were joined by author Jeff Kanaly.
Jeff is Vice Chairman of Kanaly Trust and serves on the organization’s board of directors. He has been with the company for over 35 years and concentrates on corporate strategic planning. An important focus for Jeff is ensuring that the high quality of service Kanaly Trust was founded on continues to be the central focus of the organization. He specializes in serving multi-generational families due to his depth of experience in high level, intricate estate and financial planning practices.
A graduate of the University of Texas at Austin, Jeff holds a Bachelor of Business Administration degree in Finance. He is a CERTIFIED FINANCIAL PLANNERTM practitioner and a Certified Trust and Financial Advisor (CTFA). He is a member of the Financial Planning Association (FPA), the Houston Chapter of the FPA, the Houston Estate and Financial Forum (HEFF), and the Association of Trust Organizations (ATO).
Jeff has served on many public and professional committees. He is a past national board member of the Financial Planning Association (FPA) and previously served on its Tax Sub-committee. He was involved in the merger of the Institute of Certified Financial Planners (ICFP) and the International Association of Financial Planners (IAFP) that formed the FPA. He was responsible for the coordination of the FPA’s Pro-bono Program, has served on the ICFP board and on its Practice Management Committee. He is past president of the Association of Independent Trust Companies (AITCO now ATO), and previously served on its board of directors as treasurer. He is also a past chairman and president of the Houston Society ICFP. Jeff also serves on the Investment Committee at Kanaly Trust.
Jeff has served on the board of directors of the American Heart Association in Northwest Harris County and on the board of Applause Theatre. He is actively involved with the National MS Society, South Central Chapter as Chair of the Houston Leadership Council and was instrumental in launching the MS Entrepreneurs Program which helps those affected by MS at a grass-roots level. In addition, Jeff was recently selected as the Investment Committee liaison for the South Central Region of the MS Society.
Jeff’s comments have appeared in such publications as Robb Report Worth, the Houston Business Journal and Financial Planning.
To find out more click below the:
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
Direct download: MM31.mp3
Category:Retirement -- posted at: 7:19am PDT