Welcome to the Friends of ODysseus (FOD) Financial Literacy Series. This FOD series occurs in February of each year and provides FOD members with crucial information about building financial portfolios and becoming debt-free. FOD invites a certified expert to Mount Sinai to explain different aspects of stocks and other investments, including retirement plans. The aim is to educate FOD members about financial independence and generational wealth, including financial management and budgeting.
Program Manager: Anthony Smalls, MBA Hosted By: Kim Bourne & Kevin Hutt
Kim Bourne, CPA, CFP®, EA, CES Kim Bourne has always been a guide to show people how to improve their lives. She grew up watching family members and friends work hard yet fall short of happiness. It is essential to her to help families and institutions enjoy a sense of accomplishment that comes from a lifetime of work.
Kim is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) and holds several tax, insurance, and investment licenses. Her New York City-based firm, Playfair Planning Services, manages almost $100 million and is supported by administrative and financial professionals across the United States.
Kevin Hutt, CPA, CFP®, MBA After many years of managing money for clients, Kevin decided to reinvent Wealth Management. He saw that the industry focused too much on helping people invest their wealth rather than helping them make great choices about how they live and spend their wealth.
Kevin is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) with an M.B.A. in Finance. He holds several insurance and investment licenses. His Maryland, District of Columbia, based firm, Onyx Asset & Wealth Management, LLC, consults on nearly $100 million of client assets.
Session #3: Marketing Insights - Beyond the Headlines
Program Manager: Anthony Smalls, MBA Hosted By: Kim Bourne & Kevin Hutt
Kim Bourne, CPA, CFP®, EA, CES Kim Bourne has always been a guide to show people how to improve their lives. She grew up watching family members and friends work hard yet fall short of happiness. It is essential to her to help families and institutions enjoy a sense of accomplishment that comes from a lifetime of work.
Kim is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) and holds several tax, insurance, and investment licenses. Her New York City-based firm, Playfair Planning Services, manages almost $100 million and is supported by administrative and financial professionals across the United States.
Kevin Hutt, CPA, CFP®, MBA After many years of managing money for clients, Kevin decided to reinvent Wealth Management. He saw that the industry focused too much on helping people invest their wealth rather than helping them make great choices about how they live and spend their wealth.
Kevin is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) with an M.B.A. in Finance. He holds several insurance and investment licenses. His Maryland, District of Columbia, based firm, Onyx Asset & Wealth Management, LLC, consults on nearly $100 million of client assets.
Session #2: The History of Money - From Barter to Bitcoin
Program Manager: Anthony Smalls, MBA Hosted By: Kim Bourne & Kevin Hutt
Kim Bourne, CPA, CFP®, EA, CES Kim Bourne has always been a guide to show people how to improve their lives. She grew up watching family members and friends work hard yet fall short of happiness. It is essential to her to help families and institutions enjoy a sense of accomplishment that comes from a lifetime of work.
Kim is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) and holds several tax, insurance, and investment licenses. Her New York City-based firm, Playfair Planning Services, manages almost $100 million and is supported by administrative and financial professionals across the United States.
Kevin Hutt, CPA, CFP®, MBA After many years of managing money for clients, Kevin decided to reinvent Wealth Management. He saw that the industry focused too much on helping people invest their wealth rather than helping them make great choices about how they live and spend their wealth.
Kevin is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) with an M.B.A. in Finance. He holds several insurance and investment licenses. His Maryland, District of Columbia, based firm, Onyx Asset & Wealth Management, LLC, consults on nearly $100 million of client assets.
Session #1: The History of Money - From Barter to Bitcoin
Program Manager: Anthony Smalls, MBA Hosted By: Kim Bourne & Kevin Hutt
Kim Bourne, CPA, CFP®, EA, CES Kim Bourne has always been a guide to show people how to improve their lives. She grew up watching family members and friends work hard yet fall short of happiness. It is essential to her to help families and institutions enjoy a sense of accomplishment that comes from a lifetime of work.
Kim is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) and holds several tax, insurance, and investment licenses. Her New York City-based firm, Playfair Planning Services, manages almost $100 million and is supported by administrative and financial professionals across the United States.
Kevin Hutt, CPA, CFP®, MBA After many years of managing money for clients, Kevin decided to reinvent Wealth Management. He saw that the industry focused too much on helping people invest their wealth rather than helping them make great choices about how they live and spend their wealth.
Kevin is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) with an M.B.A. in Finance. He holds several insurance and investment licenses. His Maryland, District of Columbia, based firm, Onyx Asset & Wealth Management, LLC, consults on nearly $100 million of client assets.
