Alex Parker Interviews Regina Beatty, Partner at Heritage Financial Consultants

A financial professional with more than 25 years of experience, Regina Beatty specializes in Financial Planning for Successful Business Owners and high net worth families, serving the Pittsburgh, PA area and Sarasota/Lakewood Ranch, FL, where she leads both offices. Her areas of particular expertise include all facets of business succession planning and coordinated estate/legacy planning. With her enthusiasm, dedication, and extensive knowledge, she helps her clients create a financial roadmap distinctive to their unique needs, by putting “their lives” into their financial plan. As a partner of Heritage, and with devotion to her clients, Regina plays a key role in the ever-evolving financial planning strategies not only for business owners, but also high net worth families.

Regina gives back to her community by being an active member of Rotary, and by serving on the Board of Directors for Greensburg Community Development Corporation and the Westmoreland Symphony Orchestra as Treasurer. In addition, Regina volunteers, supports, and serves on committees for many organizations, most recently participating in a “Giving Circle” through the Community Foundation of Westmoreland County – helping fund solutions to help solve specific community crises. Regina also gives back to the community-at-large with financial education workshops.

Alex Parker is an 8-time Emmy and 2-time Edward R. Murrow award-winning television sports producer, host, and executive.

During a 23-year career at WJLA/ABC7 in Washington, Alex brought viewers daily stories on the region’s pro, college and high school teams, interviewing superstar athletes. With an eye for unique content, Alex specializes in storytelling that captures and celebrates the “people” stories that engage and resonate with viewers.

Alex has hosted sports talk shows on MASN and NewsChannel 8, and most recently has worked as freelance sports anchor on Baltimore’s FOX45.

Interview questions:

Q1: You’ve been in the financial planning industry for over 25 years … before that, you had a management career in hospitality. What was the catalyst for pivoting from that career into financial planning and wealth management?

Q2: Please tell the audience about your career as a financial planner and wealth management strategist?

Q3: One of the topics you are most passionate about is centered around Women’s Wealth Conversations. Today’s family dynamic is not the same as it once was. What is the importance behind these types of conversations and why do you think it resonates?

Q4: Why does financial planning need to reflect “Today’s New Traditional Family” more accurately and what are some of the complex reasons behind it?

Q5: What is the good news/bad news for women to be aware of when it comes to their financial planning?

Q6: What are the basics of estate planning and how can you best coordinate your estate plan to make sure it addresses your personal family dynamics?

Q7: Why is life insurance the great equalizer?

Q8: What are some simple ways that women, or men in families can feel empowered to have the difficult conversations when the unexpected happens, and become more confident in making necessary financial decisions?

Q9: Ok, so someone watching this is feeling empowered and wants to act and get involved … what’s next?

Connect with Regina and Alex on LinkedIn

Heritage Financial Consultants is a full-service, independent financial services and wealth management firm headquartered in Hunt Valley, Md., with offices in Wilmington, Del., Preston, Md., Vienna, Va., Greensburg, Pa., and four locations in Florida (Miami, Boca Raton, Naples, and Sarasota) and Collingswood, NJ (just outside of Philadelphia, Pa.). Registered associates of Heritage Financial Consultants are registered representatives of Lincoln Financial Advisors, a broker/dealer (Member SIPC), and a registered investment advisor. Heritage Financial Consultants helps individuals, families, and businesses gain a sense of security through comprehensive financial services, including wealth management, retirement and estate planning strategies, business ownership and succession, insurance and risk management, and employee benefit services. Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors. For more information, please visit www.heritageconsultants.com.