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Interview w/ Michelle Boyce, RICP, VP w/ Rosenzweig Financial Services Discussing The Power of Tax-Free Income

20:09
 
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Manage episode 443386989 series 1007475
Business Innovators Radio Network에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Business Innovators Radio Network 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Michelle has over 20 years of experience in Financial Services and her main goal is to always focus on her client’s long-term financial planning strategy to optimize retirement income.
She prides herself on analyzing a financial situation, finding any potential issues, and creating adequate solutions to ensure her clients’ prosperous future. With her extensive insurance and planning experience, Michelle adds great knowledge to the already specialized team at RFS.
She has worked in various capacities in the financial industry from being part of top producer teams to teaching new financial advisors through agency leadership. Michelle’s passion is to help educate consumers by taking complex financial strategies and explaining them in an easy way to understand the concept. Michelle is originally from Pittsburgh, PA, and a graduate of Penn State University in Business.
She now resides in Boynton Beach, FL with her husband Rob, their two daughters Olivia and London, and their three pets. When Michelle isn’t working with RFS’s clients or spending time with her family, she is likely exercising or on her Peloton, competing her way to the top of the leaderboard. Michelle has always loved sports as she grew up playing Basketball, Volleyball, and Softball. While living in Pittsburgh, she became part of Steeler Nation, and that devotion has carried with her to South Florida.
Michelle joined Rosenzweig Financial Services in October 2021 as Vice President, specializing in the professional marketplace.
Learn more: https://www.rfsny.com/
Registered representative of, and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 1 North Federal Hwy, Suite 201, Boca Raton, FL 33432. 561-314-3100, http://www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Rosenzweig Financial Services is unaffiliated with HTK. HTK does not offer tax or legal advice. Always consult a qualified adviser regarding your individual circumstances.
Retirement Income Authority is not affiliated with HTK
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-w-michelle-boyce-ricp-vp-w-rosenzweig-financial-services-discussing-the-power-of-tax-free-income
  continue reading

1023 에피소드

Artwork
icon공유
 
Manage episode 443386989 series 1007475
Business Innovators Radio Network에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Business Innovators Radio Network 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Michelle has over 20 years of experience in Financial Services and her main goal is to always focus on her client’s long-term financial planning strategy to optimize retirement income.
She prides herself on analyzing a financial situation, finding any potential issues, and creating adequate solutions to ensure her clients’ prosperous future. With her extensive insurance and planning experience, Michelle adds great knowledge to the already specialized team at RFS.
She has worked in various capacities in the financial industry from being part of top producer teams to teaching new financial advisors through agency leadership. Michelle’s passion is to help educate consumers by taking complex financial strategies and explaining them in an easy way to understand the concept. Michelle is originally from Pittsburgh, PA, and a graduate of Penn State University in Business.
She now resides in Boynton Beach, FL with her husband Rob, their two daughters Olivia and London, and their three pets. When Michelle isn’t working with RFS’s clients or spending time with her family, she is likely exercising or on her Peloton, competing her way to the top of the leaderboard. Michelle has always loved sports as she grew up playing Basketball, Volleyball, and Softball. While living in Pittsburgh, she became part of Steeler Nation, and that devotion has carried with her to South Florida.
Michelle joined Rosenzweig Financial Services in October 2021 as Vice President, specializing in the professional marketplace.
Learn more: https://www.rfsny.com/
Registered representative of, and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 1 North Federal Hwy, Suite 201, Boca Raton, FL 33432. 561-314-3100, http://www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Rosenzweig Financial Services is unaffiliated with HTK. HTK does not offer tax or legal advice. Always consult a qualified adviser regarding your individual circumstances.
Retirement Income Authority is not affiliated with HTK
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-w-michelle-boyce-ricp-vp-w-rosenzweig-financial-services-discussing-the-power-of-tax-free-income
  continue reading

1023 에피소드

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