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NAIFA-Tampa Bay Long Term Care Luncheon
October 23, 2024 @ 11:30 am - 2:00 pm
Heather Holmes
Genivity
Founder & CEO
October 23, 2024
11:30 AM – 2:00 PM
Join NAIFA Tampa Bay as we prepare for Long Term Care Awareness Month by hearing from Heather Holmes on how to use technology to maximize Long Term Care planning opportunities.
Founder and CEO of Genivity, Heather Holmes leads the vision for Genivity and focuses on product design, business development, and fundraising. She brings a decade of sales, marketing and market development experience to Genivity from her time in the medical device industry working for Medtronic & Abbott Vascular.
Heather focuses on helping advisors and consumers incorporate their individual health and wealth factors to plan for longevity. She brings science to financial planning to create personalized projections about your clients’ health and care costs.
$10 Members
$20.00 Non-Members
Brio Italian Grille
2223 N Westshore Blvd
Tampa, FL 33607