IEEE Houston Section Life Members Affinity Group (LMAG) Meeting

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IEEE HOUSTON SECTION LIFE MEMBERS AFFINITY GROUP (LMAG)

ONLINE VIRTUAL MEETING

DATE: Thursday June 25, 2020. TIME: 12:30 pm Central Time.

LOCATION: Virtually Electronic Via Zoom

Join Zoom Meeting 

Meeting ID: 962 8812 1079 

Web Browser:

https://fmr.zoom.us/wc/96288121079/join 

Meeting URL:

https://fmr.zoom.us/j/96288121079 

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US: +13126266799,,96288121079# or +19294362866,,96288121079# 

  Date and Time

  Location

  Hosts

  Registration


  • Date: 25 Jun 2020
  • Time: 12:30 PM to 01:30 PM
  • All times are (UTC-05:00) Central Time (US & Canada)
  • Add_To_Calendar_icon Add Event to Calendar
  • Gilchrist Engineering Building
  • Suite 123
  • Prairie View, Texas
  • United States 77446
  • Building: LOCATION: Virtually Electronic Via Zoom Join Zoom Meeting Meeting ID: 987 2363 7834
  • Contact Event Host

  •  

    1. Chair: Prof. Cajetan M. Akujuobi, Ph.D., M.B.A., P.E.

              Phone: (832)-375-9893 (Cell), (936)-261-9991 (Work)

         

  • Starts 10 June 2020 05:00 PM
  • Ends 25 June 2020 12:00 AM
  • All times are (UTC-05:00) Central Time (US & Canada)
  • No Admission Charge

  Speakers

Mr. Jonathan Heger, CFP of Fidelity Corp.

Topic:

The important issues in Retirement and Investment Strategies

With nearly two decades of experience working with Fidelity, the talk will cover what I have learned about financial planning. How I helped my clients and their families achieve their unique financial goals through the 1:1 Private Client Group relationship model. I will also talk about how investment involves risk, including risk of loss.

Biography:

Jonathan Heger, CFP® VICE PRESIDENT, FINANCIAL CONSULTANT JonHeger.team@fidelity.com
12532 Memorial Drive Houston, TX 77024 713-467-1222, ext. 53757

How I work with clients
"With nearly two decades of experience working with Fidelity, I have learned that financial planning is all about the individual. As a Certified Financial Planner™, I am able to help my clients, and their families, achieve their unique financial goals through the 1:1 Private Client Group relationship model."

Experience
■ Vice President Financial Consultant Fidelity Investments 2018 – Current ■ Regional Planning Consultant Fidelity Investments 2008 – 2018 ■ Financial Consultant Fidelity Investments 2002 – 2008 ■ Financial Representative Fidelity Investments 2000 – 2002
Qualifications
■ CERTIFIED FINANCIAL PLANNER™ Certificant ■ Insurance licenses: Life, Health, and Annuities AR# 7443275 ■ Registrations: Series 7, 9, 10, and 66 †

Education
■ University of Missouri – Bachelor of Arts and Science, Business
Research Fidelity's registered associates with FINRA BrokerCheck

Email:

Address:12532 Memorial Drive, , Houston, United States, 77024




Agenda

AGENDA

  1. Call to Order

  2. Presentation

    1. TOPIC: The important issues in Retirement and Investment Strategies

    2. SPEAKER: Jonathan Heger, CFP; Vice President & Financial Consultant, Fidelity Corp.

  3. Others