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This call, which took place in July of 2015, is entitled: Why Screen for Alcohol, Tobacco and Gambling. If Jesus’ first miracle was turning water into copious amounts of wine at a Cana wedding feast, why then do we screen alcohol from BRI portfolios? This is a question often posed in some form or another in the BRI Community Group. Listen to this call to hear some statistics about how harmful the alcohol, tobacco, and gambling industries can be and why many BRI money managers choose to eliminate these companies from their portfolios.
Cassandra Chandler-Laymon holds a Master’s Degree in Adult Education and an MBA, both from Rutgers University. She is a CFP® and a Certified Kingdom Advisor™. Prior to joining Beacon Wealth Consultants in January 2012, Cassandra owned her own financial services practice. As a former health care executive, she previously managed Education and Organizational Development for a 5,000-employee health care system, where her responsibilities included strategic planning, team and leadership development, meeting design and facilitation, and patient satisfaction. Cassie is an author and speaker. She and her husband, Rick, enjoy adventures with their three children – Sam, Bethany and Carson.