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Contenuto fornito da Financial Planning Association of New England and FPA NE. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Financial Planning Association of New England and FPA NE o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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#221 - Jack Heintzelman – FPA National Board of Directors

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Manage episode 445274650 series 2878077
Contenuto fornito da Financial Planning Association of New England and FPA NE. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Financial Planning Association of New England and FPA NE o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Jack Heintzelman – FPA National Board of Directors Hosts Brad Wright and Kathleen Kenealy are joined by Jack Heintzelman. Jack is a financial planner with Boston Wealth Strategies, where he has been since 2018. Jack has been serving on the FPA NexGen National Leadership Committee, for the past two years, and has just been elected to the FPA National Board of Directors for a three-year term, beginning in 2025. Jack has his B.A. in Finance from Saint Anselm College, where he was also captain of the varsity soccer team. They discuss: - Things a NexGen advisor should value when looking to join a firm -What the FPA NexGen National Leadership Committee is, and what they do -The agenda for the FPA National Board of Directors

More on Jack: https://www.linkedin.com/in/jackheintzelman/

  continue reading

150 episodi

Artwork
iconCondividi
 
Manage episode 445274650 series 2878077
Contenuto fornito da Financial Planning Association of New England and FPA NE. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Financial Planning Association of New England and FPA NE o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Jack Heintzelman – FPA National Board of Directors Hosts Brad Wright and Kathleen Kenealy are joined by Jack Heintzelman. Jack is a financial planner with Boston Wealth Strategies, where he has been since 2018. Jack has been serving on the FPA NexGen National Leadership Committee, for the past two years, and has just been elected to the FPA National Board of Directors for a three-year term, beginning in 2025. Jack has his B.A. in Finance from Saint Anselm College, where he was also captain of the varsity soccer team. They discuss: - Things a NexGen advisor should value when looking to join a firm -What the FPA NexGen National Leadership Committee is, and what they do -The agenda for the FPA National Board of Directors

More on Jack: https://www.linkedin.com/in/jackheintzelman/

  continue reading

150 episodi

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