1:14

Appreciation Financial - Team Apex Video Testimonials

July 29, 2025

Connie, a dedicated high school counselor with nearly 38 years of experience, shares her inspiring journey towards retirement after working with a financial advisor. Initially overwhelmed and unsure about her pension and retirement benefits, she now feels empowered and knowledgeable about her future, thanks to the guidance she's received.


Video Transcript


Who are you, what is your occupation, how many years have you been doing it, and why did you get into your career? (60 seconds max)

Hi, my name is Connie, and I am a high school counselor. This is my thirty-eighth year in that profession, and I'm getting close to retirement. I love what I do. It's fun working with students and helping them to decide what they want to do in the future. So, as a result of that, I'm looking forward to my future and I'm working with Susan to help me out get all the information that I need.

Before working with us, what did you know (or not know) about your pension, retirement, and insurance benefits? (60 seconds max)

Prior to working with Susan, I had no idea about any information about my pension, my retirement, how insurance works, if I had enough to retire, what I would need to retire, I essentially knew nothing. Um, I was starting at ground zero and kind of put everything off because I was a little bit terrified to even find out the truth to see if I could potentially retire when I wanted to. Um, so now I feel like I'm a lot more knowledgeable.



Produced with Vocal Video