We're Talking About Money. Yours!
In Episode 7 of Chiropractical, Trent Burley talks about how to prepare your finances for 2021 and beyond.
Posted in Money & Credit on Wednesday, December 9, 2020
Let's Talk Money
On this episode of Chiropractical, we’re talking about money. Your money, more specifically. Financial expert Trent Burley talks with Chick about:
- What impact will the new administration have on your finances?
- What’s the 20-60-20 rule and how can it benefit your future self?
- What 3 things should you keep in mind when planning for 2021 and beyond?
Mike Whitmer and guests address 2 questions submitted for our Ask NCMIC Segment:
- What is the difference between the Medicare terms “par” and “non-par”?
- Who needs disability insurance?
This episode is all about you and money. Listen and subscribe now!
Trent Burley is Director of Planning at McGill Junge Wealth Management. He oversees the development of comprehensive plans for clients, including navigation of their estate planning issues and collaboration with their attorneys and CPAs. Trent graduated from Buena Vista University where he double majored in finance and accounting. He also played on the football team and served on the Leadership Council. Trent has earned his Certified Financial Planner (CFP®) designation, as well as, Retirement Income Certified Professional (RICP®) and the Series 7 and Series 63 FINRA licenses.
Amanda is a Commercial and Personal Lines Senior Account Executive at NCMIC.
Vice President and Credit Manager at NCMIC.
Dr. Evan Gwilliam
Dr. Gwilliam will be presenting a webinar on New Rules for Coding Evaluation and Management on December 17. Learn more & register. Dr. Gwilliam has a passion for documentation and coding. He is clinical director for PayDC Chiropractic Software, graduated from Palmer College of Chiropractic as valedictorian and is a Certified Professional Coding and ICD-10 Instructor, Medical Compliance Specialist and Certified Professional Medical Auditor. Because he is also a clinician with a bachelor’s degree in accounting and a master’s degree in business administration, he is a sought-after seminar speaker.
Rebecca is a credit card specialist at NCMIC. She has a Masters in Sports Management and is on the board of Opportunity on Deck.
Chick is Sr. Vice President of Enterprise Organizational Development. Chick has nearly 30 years of experience as an executive business leader, independent consultant, speaker and executive coach. He is the co-author of “It Begs the Question – Learn How the Best Managers Drive Performance Through Question-Centric Coaching.” Chick is a past board chair for Special Olympics Iowa and was recognized as the 2013 statewide volunteer of the year. He recently accepted a leadership role with Iowa Women Lead Change. Chick and his wife have three adult sons.
Melissa is Sr. Vice President – Insurance Operations. She’s been with NCMIC since January 2004. As an active part of the Greater Des Moines community, Melissa volunteers with Big Brothers Big Sisters, Habitat for Humanity, United Way’s Grad Walk, and Meals from the Heartland, as well as serving on the Board of Trustees for EveryStep. She is the founder of Give Grace Give Hope, Inc., a nonprofit dedicated to addressing period poverty in Central Iowa by providing menstrual products to local schools and nonprofits. Melissa and her husband have three daughters.
Mike Whitmer, Vice President of NCMIC's Chiropractic Insurance Programs, has more than 25 years' experience in the business world to share with D.C.s who are starting their chiropractic careers. By day, Mike leads the corporate relations team at NCMIC Group, Inc., teaching at chiropractic colleges about business practices and risk management, and attending trade shows and homecoming events. Mike is also the cofounder of a property management company and a restoration firm that have provided his "real world" experience on writing business plans and dealing with small business finance and operations. He is the board president of Children’s Cancer Connection, and on the board and executive committee of the National MS Society, Upper Midwest Chapter.