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What's the Role of a Financial Advisor and How to Choose

Myeloma Financial Chapter

Mar 07, 2023 / 01:00PM - 02:00PM EST

Watch Recording

Event Description

Name: What's the Role of a Financial Advisor and How to Choose
Start: 2023-03-07T13:00:00-05:00
End: 2023-03-07T14:00:00-05:00

Finding a financial advisor that can help advise you through your myeloma journey can be a difficult task. Learn with our Financial Program manager what you want to look for when trying to find a myeloma-friendly financial advisor and what questions to ask.

Schedule & Agenda

Introductions

01:00PM

Audrey Burton-Bethke

Audrey introduces the agenda of the event and featured speaker Diahanna Vallentine.

01:00PM

Audrey Burton-Bethke

Introductions

Audrey introduces the agenda of the event and featured speaker Diahanna Vallentine.

Latest Financial Updates

01:05PM

Diahanna Vallentine

Diahanna will briefly share the latest financial updates.

01:05PM

Diahanna Vallentine

Latest Financial Updates

Diahanna will briefly share the latest financial updates.

Presentation

01:15PM

Diahanna Vallentine

Diahanna talks about what to look for when trying to find a myeloma-friendly financial advisor.

01:15PM

Diahanna Vallentine

Presentation

Diahanna talks about what to look for when trying to find a myeloma-friendly financial advisor.

Questions and Answers

01:35PM

Audience

Type your questions in the chat and we will answer them!

01:35PM

Audience

Questions and Answers

Type your questions in the chat and we will answer them!

Speakers & Moderators

Audrey Burton-Bethke

Audrey joined the HealthTree Foundation as the Myeloma Community Program Director in 2020. While not knowing much about myeloma at the start, she has since worked hard to educate herself, empathize and learn from others' experiences. She loves this job. Audrey is passionate about serving others, loves learning, and enjoys a nice mug of hot chocolate no matter the weather.

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Diahanna Vallentine

Diahanna is the Financial Program Manager for the HealthTree Foundation. She specializes in providing financial help, resources and education for multiple myeloma patients. As a professional financial consultant and former caregiver of her husband who was diagnosed with multiple myeloma, Diahanna perfectly understands the financial issues facing myeloma patients.

Read Bio