Just Peachie Show
Just Peachie Ep#17: Financial Considerations for Immigrants w/ Jane Mepham
Peachie Thompson · July 12, 2022
Just Peachie Show is a show where Peach Insurance Services, LLC's Founder and CEO, Peachie Thompson, AALU, ALMI, ACS sits down with experts in the financial and insurance world to educate consumers in matters of finance, insurance and taxes (FIT). There is also a lifestyle edition where Peachie interviews experts on health, food and culture.
In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who is passionate about simplifying wealth management and making it accessible to everybody, Ms. Jane Mepham. They talk about the cultural differences of immigrants and how financial advisors can help.
Here is the podcast version:
Here are other ways to listen:
Some of the items discussed: • Cultural differences of immigrants and how financial advisors can help. • Taxation for immigrants
About our guest speaker, Jane holds a master’s degree in Information Technology and a bachelor’s degree in Computer Science in addition to passing the Certified Financial Planner (CFP) exam and the Uniform Investment Adviser Law (Series 65) exams. She is an active contributor to The Street’s Retirement Daily NextGen Money column and has been featured in many other publications as well.
Learn more about Jane Mepham by clicking here
Email us at contact@peachinsurance.net if you have any questions about this topic.
"Information shared during the show are opinions of the speakers and not advise for your specific situation. Consult your own specialist, attorney, CPA, financial planner or insurance advisor on all matters discussed in the Just Peachie Show".
Want to be in the know?
Sign up for our newsletter to stay up to date.
Related Articles
We have exciting news to share with our valued clients and financial planning partners. As an independent insurance brokerage representing multiple carriers, we're pleased to announce that OneAmerica Financial, one of our trusted long-term care partners, has just launched an innovative collaboration with Amada Senior Care that directly benefits the policies we've helped you secure.
Hi, I'm Peachie Thompson, AALU, ALMI, ACS - and this is why I care so deeply about proper insurance guidance. Watch the video after you read my blog.
As financial advisors, we know that technical knowledge alone isn't enough to build a thriving practice. The true differentiator is our ability to connect with clients on a human level and establish deep, lasting trust.