CHARLOTTE, N.C. - TelAve -- Larry has been in the financial services field since 1986, while Judy has worked alongside him for the past 29 years. They are part of a dedicated family team at Poole Financial Services.

The Poole's sat down in the studio with host Tom Hegna to talk about why it is so important to
take the time to understand each client's unique financial situation and goals. Their efforts to improve Americans' financial literacy is important to them. Given their different ways of relating to clients about financial planning and investing, this husband and wife financial team are able to educate and explain concepts more effectively. Their informative interview is scheduled to air this weekend on "Financial Freedom with Tom Hegna" on Sunday August 17th at 10:00 am EST.

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Larry Poole has accomplished a great deal in the financial services industry. As a CRES
Advisor, Larry has dedicated his career to advocating for better retirement policy and securing
comfortable financial futures for all his clients. He has extensive knowledge of laws, rules, and
regulations involving tax deferred savings plans as well as the North Carolina State Retirement program for public school employees. Additionally, Larry was also inducted into the prestigious Lincoln Investment Hall of Fame in 2019, an accolade given to financial professionals who consistently achieve the highest level of sales success and are dedicated to helping people retire well.

Judy has over 30 years of experience both in the field, assisting Larry with clients as well as in
the office. Judy holds FINRA Series 7 and 66 Securities registrations. Their dynamic dual
perspective enables them to forge stronger bonds with their clients.

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As the financial industry sees an expected wealth shift putting an estimated $30 trillion into
women's hands by 2030, women like Judy Poole who understand and cater to the specific
needs and goals of women are well-positioned to unlock a future of enhanced client service and vibrancy within the industry.

Tune into CNBC this Sunday, August 17, 2025, at 10 AM EST. This is an interview you will not
want to miss.

To learn more about the Poole's and Poole Financial Services visit https://www.planwithpoole.com/

Tom Hegna CLU, ChFC, CASL is an author, speaker, and economist. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the "optimal" way.