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Interview with Joyce Palmer, Founder and President of JP Financial Group, Discussing 401k Tips and Strategies

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Manage episode 425940696 series 1323727
Контент предоставлен Influential Entrepreneurs with Mike Saunders, MBA, Mike Saunders, and MBA. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Influential Entrepreneurs with Mike Saunders, MBA, Mike Saunders, and MBA или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Joyce Palmer, the managing partner of JP Financial Group LLC, is a force to be reckoned with in the world of finance. With a dedicated focus on serving women, Joyce is committed to creating financial legacies and empowering women to take control of their financial futures. As a joint owner of JPFG Wealth Management LLC, she brings a wealth of knowledge and expertise to her clients.
With over two decades of experience, Joyce understands the unique financial challenges and opportunities that women face. Her own life experiences have shaped her perspective, as she recognizes the impact of gender on financial decisions. Joyce firmly believes that women have distinct needs, considering their longer life expectancy and the likelihood of living alone as widows or divorcees. She is passionate about providing tailored financial solutions that address these specific concerns.
What sets Joyce apart is her genuine dedication to her clients. She actively listens to their needs, concerns, goals, and objectives, ensuring that their voices are heard and understood. Joyce takes pride in building strong personal connections with her clients, offering a level of empathy and relatability that fosters trust and confidence.
Joyce’s commitment to continuous learning and professional development is evident in her impressive credentials. She holds a BA in Business from Virginia State University and has completed extensive studies and certifications in income planning strategies, social security benefits, estate planning strategies, and long-term care health insurance. This diverse knowledge base allows her to provide comprehensive and well-rounded financial guidance.
Beyond her work, Joyce is actively involved in giving back to her community. She serves on the board of directors for The Charlotte Post Foundation and Faith in Action Community and Education Transition Services (F.A.C.E.T), a nonprofit organization that supports women and children transitioning from homelessness towards independence. Joyce’s passion for empowering women extends beyond the realm of finance, making a positive impact in the lives of those she serves.
If you’re ready to take control of your financial future and work with a financial professional who understands your unique needs, Joyce Palmer is the trusted advisor you can rely on. Contact JP Financial Group LLC today and embark on a journey towards financial success and empowerment.
Learn More: https://jpfinancialgroupllc.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-joyce-palmer-founder-and-president-of-jp-financial-group-discussing-401k-tips-and-strategies
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25 эпизодов

Artwork
iconПоделиться
 
Manage episode 425940696 series 1323727
Контент предоставлен Influential Entrepreneurs with Mike Saunders, MBA, Mike Saunders, and MBA. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Influential Entrepreneurs with Mike Saunders, MBA, Mike Saunders, and MBA или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Joyce Palmer, the managing partner of JP Financial Group LLC, is a force to be reckoned with in the world of finance. With a dedicated focus on serving women, Joyce is committed to creating financial legacies and empowering women to take control of their financial futures. As a joint owner of JPFG Wealth Management LLC, she brings a wealth of knowledge and expertise to her clients.
With over two decades of experience, Joyce understands the unique financial challenges and opportunities that women face. Her own life experiences have shaped her perspective, as she recognizes the impact of gender on financial decisions. Joyce firmly believes that women have distinct needs, considering their longer life expectancy and the likelihood of living alone as widows or divorcees. She is passionate about providing tailored financial solutions that address these specific concerns.
What sets Joyce apart is her genuine dedication to her clients. She actively listens to their needs, concerns, goals, and objectives, ensuring that their voices are heard and understood. Joyce takes pride in building strong personal connections with her clients, offering a level of empathy and relatability that fosters trust and confidence.
Joyce’s commitment to continuous learning and professional development is evident in her impressive credentials. She holds a BA in Business from Virginia State University and has completed extensive studies and certifications in income planning strategies, social security benefits, estate planning strategies, and long-term care health insurance. This diverse knowledge base allows her to provide comprehensive and well-rounded financial guidance.
Beyond her work, Joyce is actively involved in giving back to her community. She serves on the board of directors for The Charlotte Post Foundation and Faith in Action Community and Education Transition Services (F.A.C.E.T), a nonprofit organization that supports women and children transitioning from homelessness towards independence. Joyce’s passion for empowering women extends beyond the realm of finance, making a positive impact in the lives of those she serves.
If you’re ready to take control of your financial future and work with a financial professional who understands your unique needs, Joyce Palmer is the trusted advisor you can rely on. Contact JP Financial Group LLC today and embark on a journey towards financial success and empowerment.
Learn More: https://jpfinancialgroupllc.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-joyce-palmer-founder-and-president-of-jp-financial-group-discussing-401k-tips-and-strategies
  continue reading

25 эпизодов

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