Johnita Isabell

Retirement Specialist @Appreciation Financial

Austin, TX, US

Conduct virtual and in-person pension reviews for teachers, assessing their current retirement plans and identifying areas for improvement- Provide tailored financial advice and guidance to educators and their families, focusing on retirement planning, investment options, and overall financial health- Educate teachers on available benefits, including pension plans, savings options, and insurance products, ensuring they understand how to maximize these resources- Develop and deliver informative presentations and workshops to groups of educators on various financial topics, including retirement planning, budgeting, and investment strategies- Build and maintain strong relationships with clients, serving as their primary point of contact for all financial inquiries and support- Stay updated on industry trends, retirement regulations, and financial products to provide the most accurate and relevant advice to clients- Collaborate with other team members to enhance service offerings and improve the overall client experience.

North Carolina Central University

B.S.

Strayer University (NC)

MBA