EP 003: In this episode, we interview Keri Forbringer, Travel Advisor, from Luxury Travel Works. Keri shares with us how she discovered her passion for travel throughout college and working abroad while planning trips for her Family ignited a passion for planning travel for others. The interview launches into why someone would want to consider using a travel advisor, including a couple that planned on celebrating their 40th wedding anniversary traveling but never got around to going until they met Keri – two years later! We discuss how retirees or near-retirees should start thinking about their ‘wander list’ and how their travel needs may change as they progress in retirement. Lastly, we discover travel trends including multi-generational travel, going to less “tourist-y’ places, and why “hot” is cold and “cold” is hot. For more, see the full show notes at https://blog.guidancepointllc.com/3/
What You’ll Learn In This Podcast Episode:
- Introduction of Keri and her origin story. [2:16]
- What is a travel advisor, compared to a travel agent? How do they work? [10:15]
- Keri’s business, formation, and structure and how does align with her customers? [14:44]
- How can travel and retirement work? [19:24]
- Learn about multi-generational travel as a family. [35:30]
- Who can afford a travel advisor? [40:04]
- Keri’s thoughts on how the travel industry will change over the next 20 years.[46:55]
Ben's focus with our clients is to direct the investments of their investable portfolios. In teaming with Curtis Worcester and Austin Minor, Ben combines his investment expertise from attaining the CFA Charter with Curtis & Austin's financial planning expertise to provide clients with the tools, confidence, and education to make informed decisions about their retirement. As Ben, Curtis, and Austin have a number of clients that are Northern Light Health employees, they've developed a specialty in serving clients in the healthcare field. You can read their "Employee Guide to the Northern Light Health Retirement Plans" here.
He has spent his entire career devoted to serving individual clients and institutions by developing and implementing investment strategies, setting portfolio structure, and providing the highest level of client service. He's passionate about helping clients maximize their savings and retirement income using the many financial planning and portfolio management tools available to Guidance Point consultants. Prior to working for Guidance Point Advisors, Ben worked for Acadia Trust, N.A., a subsidiary of Camden National Corporation, as Vice President, Portfolio Manager based in Bangor, Maine. Ben assumed responsibility for and oversight of over $300 million in client portfolios, including individuals, families, retirement plans, endowments, foundations, businesses, and trusts; and he served on the Company’s Investment Committee.
