Mount Sinai Health System's video: Friends of Odysseus FOD - Financial Literacy Series 2023 - Session 1: The History of Money

Friends of Odysseus (FOD) - Financial Literacy Series 2023 Session : The History of Money - From Barter to Bitcoin Program Manager: Anthony Smalls, MBA Hosted By: Kim Bourne & Kevin Hutt Kim Bourne, CPA, CFP®, EA, CES Kim Bourne has always been a guide to show people how to improve their lives. She grew up watching family members and friends work hard yet fall short of happiness. It is essential to her to help families and institutions enjoy a sense of accomplishment that comes from a lifetime of work. Kim is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) and holds several tax, insurance, and investment licenses. Her New York City-based firm, Playfair Planning Services, manages almost $100 million and is supported by administrative and financial professionals across the United States. Kevin Hutt, CPA, CFP®, MBA After many years of managing money for clients, Kevin decided to reinvent Wealth Management. He saw that the industry focused too much on helping people invest their wealth rather than helping them make great choices about how they live and spend their wealth. Kevin is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) with an M.B.A. in Finance. He holds several insurance and investment licenses. His Maryland, District of Columbia, based firm, Onyx Asset & Wealth Management, LLC, consults on nearly $100 million of client assets.