Indianapolis, Indiana, United States
Contact Info
10K followers
500+ connections
About
Activity
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Retirement isn't just about money. A satisfying retirement includes overall well-being, health, relationships and personal fulfillment. Learn how…
Retirement isn't just about money. A satisfying retirement includes overall well-being, health, relationships and personal fulfillment. Learn how…
Shared by TJ Parker, CRES, M.A.T.
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When you take money from tax-deferred savings in retirement, you’ll pay taxes. You can help reduce taxes with asset location strategies. Paying less…
When you take money from tax-deferred savings in retirement, you’ll pay taxes. You can help reduce taxes with asset location strategies. Paying less…
Shared by TJ Parker, CRES, M.A.T.
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With people in their 50’s and 60’s living longer than ever before, retirement is beginning to look very different. Putting together a plan to work…
With people in their 50’s and 60’s living longer than ever before, retirement is beginning to look very different. Putting together a plan to work…
Shared by TJ Parker, CRES, M.A.T.
Experience & Education
Licenses & Certifications
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Certified Retirement Education Specialist (CRES)
National Tax-Deferred Savings Association (NTSA)
Issued -
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NMLS
Nationwide Mortgage Licencing System and Registry
IssuedCredential ID 1779815 -
CMS Certified Affordable Care Act Qualified Health Plan Specialist
Centers for Medicare & Medicaid Services
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Volunteer Experience
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MS WALK Team Captain
National Multiple Sclerosis Society-Indiana Chapter
- Present 12 years 4 months
Health
Your Taxes Made Simple, Inc. has identified the NMSS as one of its targeted charities with which it will work annually. The firm has deemed the MS WALK as one of three community charitable events in which it will participate. Both, its Atlanta, GA and Indianapolis, IN offices will take part in the community event in their respective areas. Last year the Indianapolis office had over 50 team members and raised close to $3,000 for the event.
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MS BIKE Team Captain
National Multiple Sclerosis Society-Indiana Chapter
- 13 years 1 month
Health
TJ has been involved with the NMSS for over 13 years in different capacities. TJ has been involved with the Society as a volunteer and as Team Captain for the MS BIKE since 2008 and Team Captain for the MS WALK in April, 2012. Most recently in 2012, TJ organized a MS BIKE team and volunteered throughout the entire MS BIKE event.
Publications
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Equitable Advisors Disclosure
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The Financial Depot, LLC. is
not a registered investment advisor and is not owned or operated by Equitable
Advisors or Equitable Network. Important Information & Disclosures:
http://bit.ly/2f98X9d -
Equitable Advisors Disclosure
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NOTE – All InMail, e-mail and other electronic individual and group communications sent to
and received from this LinkedIn page are subject to capture, review and archive by Equitable
Advisors, LLC and to possible production upon regulator request for review. Links to thirdparty
media articles and/or websites are for general information purposes only and do not
constitute an offer or solicitation of any kind. They are not intended, and should not be relied
upon, as investment…NOTE – All InMail, e-mail and other electronic individual and group communications sent to
and received from this LinkedIn page are subject to capture, review and archive by Equitable
Advisors, LLC and to possible production upon regulator request for review. Links to thirdparty
media articles and/or websites are for general information purposes only and do not
constitute an offer or solicitation of any kind. They are not intended, and should not be relied
upon, as investment, insurance or financial advice. Equitable Advisors and its affiliates make
no representation as to the accuracy or completeness of any statements, statistics, data,
opinions, forecasts, or predictions provided in any third-party article and/or website content.
Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY
(212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer
investment advisory products and services through Equitable Advisors, LLC, an SECregistered
investment advisor. Duly licensed agents offer annuities and insurance, including
those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and
Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock
company with main administrative office in Jersey City, NJ) respectively, through Equitable
Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable
Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in
PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not
provide tax or legal advice. For financial professionals conducting business in the state of
New York who hold one or more of the following designations and title respectively, please
see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT
PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d
Languages
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French
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More activity by TJ
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Giving away money can help you accomplish personal goals as well as achieve tax benefits. Read more and talk to your financial professional to learn…
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Equitable is thrilled to announce the 2024 recipients of their annual Equitable Excellence Scholarship®️! Designed to support students throughout…
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By openly discussing family wealth, you can help your children understand the value of money, the importance of saving, and the concept of financial…
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School administrators have an important role to play in helping teachers prepare for retirement. Our own Fred Makonnen shares his insights on the…
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