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Serving Our Most Vulnerable Populations with Cheryl Canzanella

 

In this episode of It’s Personal… Not Just Business, Michael Fliegelman speaks with Cheryl Canzanella, CLU, ChSNC, LUTCF of Movement Mortgage. At Movement, Cheryl works with people to reach their retirement goals through the use of reverse mortgage loans as a financial planning tool to maximize cash flow, reduce taxes, and minimize risks. Cheryl is also a speaker and educator, raising awareness of the financial burdens of the Opioid epidemic.

Tune in to the episode to hear about:

  • Cheryl’s career journey in the financial industry, beginning with very limited knowledge of finances to her recent switch to specializing in reverse mortgages
  • The impact of Cheryl’s husband’s death from an opioid overdose
  • The opioid epidemic and its economic impact
  • The power of vulnerability and sharing
  • The role of financial advisors in addressing addiction
  • The vulnerability of our senior citizens and how Cheryl works with them

Learn more about Cheryl Canzanella:

Email Cheryl:
Cheryl.Canzanella@Movement.com

Connect with Cheryl on LinkedIn:
https://www.linkedin.com/in/cherylcanz

For more about opioid addiction, go to:
https://opioidfinancialawareness.com

To find information on reverse mortgages:
www.movement.com/reverse

Visit Cheryl’s website:
https://cherylcanzanella.com

Visit Cheryl’s YouTube Channel:
https://www.youtube.com/@cherylcanzanella958

Follow Cheryl on Facebook:
https://www.facebook.com/cherylcanz

Follow Cheryl on Twitter:
https://twitter.com/cherylcanz

Follow Cheryl on Instagram:
https://www.instagram.com/cherylcanz

About It’s Personal… Not Just Business 

It’s Personal… Not Just Business is a podcast hosted by Michael Fliegelman, where he interviews role models and shares lessons for other financial advisors & brokers.

Subscribe to the It’s Personal… Not Just Business podcast on Apple:

https://podcasts.apple.com/us/podcast/its-personal-not-just-business/id1697020484

Subscribe to the It’s Personal… Not Just Business Video Series on YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos 

Connect with Michael Fliegelman and It’s Personal… Not Just Business:

Website: http://www.lifeinsurancebrokeragemf.com 

LinkedIn: https://www.linkedin.com › michaelfliegelman

Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork

Twitter: https://twitter.com/SwanWealth

By |2024-03-13T21:48:25+00:00March 13th, 2024|General|0 Comments

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Registered Representative offering Securities through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services are offered through G&G Planning Concepts, Inc. which is not affiliated with APFS. Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc. (APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

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