Personal Finance Information Session

Parishioner and Financial Advisor Brian Piel wants to share his time and talent with this community to make the most of your treasure- No strings, no fee, just great information!

 

Thursday, May 4 Class:

  • Retirement basics and getting started (No matter your age)  With so many options, how do I know which is best?  Tax treatment of different options; is it too late to start?
  • College funding options–  The true cost of college; the student loan epidemic; what are my options as a parent; is it too late for me to start saving for my child?

Bio on Brian Piel, Parishioner

I grew up in a small suburb of Atlanta, GA.  I obtained my Bachelors of Finance from Georgia Southern University in 2003 and my MBA from University of Missouri at Kansas City in 2012.  God introduced me to my wife Lauren in 2010 and I moved from Atlanta to Kansas City.  We have two beautiful little girls named Sloane and Summer.  I love football, baseball, grilling, and all things outdoors.  I have been attending Holy Family since 2011, and completed the RCIA program Easter of 2016. I currently serve on the Pastoral Council and a member of the Men’s Club.

I began my career in Banking as a Teller in 2005.  I worked in many different parts of the bank including Customer Service and Mortgage Lending before becoming a Branch Manager.  I was a Commercial Lender when I decide to pursue a career as a Realtor.  After two years as a Realtor, I realized I wanted to help people with more of their entire financial picture, so I became a Financial Advisor.  I help people to make sure their insurance and investments work together to reach their goals, and that they understand each step of that jo

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