CBN Breakfast Power Hour

Welcome to the CBN Breakfast Power Hour! Join us for a morning of networking, delicious breakfast, and powerful discussions. This in-person event will be held at the Columbia Club in downtown Indianapolis. Connect with like-minded professionals, gain value insights, and kickstart your day with energy and inspiration.

Location: Columbia Club, 10th Floor

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This month's Breakfast Power Hour speaker is Vicki Hall of C.H. Douglas & Gray Wealth Management.

Navigating Your Financial Roadmap: Key Steps for Securing Your Future

In this session, we'll dive into essential steps for planning your financial journey. We'll start with managing debt and establishing a strong foundation with emergency savings. Then, we'll explore retirement planning—how much is enough to meet your goals? We'll also demystify investment basics, covering the differences between stocks, bonds, ETFs, and mutual funds. Finally, we’ll discuss the importance of estate planning, including the roles of wills and trusts, to ensure your assets are protected for the future.

Vicki's Bio:

As an Advisor at CH Douglas and Gray (CHDG), Vicki Hall works in asset management and f inancial planning, helping clients to navigate the many stages of wealth accumulation. Vicki joined CHGD from Fidelity Investments, where she helped to maintain existing and to develop new relationships with clients. She holds series 7 (General Securities) and 66 (Investment Advisor Representative) licenses, as well as licenses in life, health and longterm care insurance. She graduated from the University of Texas at Austin with a degree in psychology. Vicki brings to the financial industry the discipline and insights gained through her long, world-class career in basketball. She was the Naismith and Gatorade National Player of the year in 1988. She had a storied colligate career at UT Austin and played professionally around the globe for 16 years as well as in the ABL and WNBA. A former Miss Indiana Basketball, Vicki is a member of the Indiana Basketball Hall of Fame and the University of Texas Hall of Honor. After playing basketball, Vicki became a coach at the collegiate and professional levels before following her passion in the financial industry. Vicki and her wife Kerri, have 3 cats, Morgan, Una and Freja and live in Indianapolis. In her spare time, Vicki enjoys spending time with her family, hiking, wine tasting and traveling

Host or Publisher Theresa Goodwin