Returning to Boomer Generation Radio on May 7 is Peter Hecht of Hecht Investment Group, an affiliate of Janney Montgomery Scott. to discuss family financial planning issues for “club sandwich generation” baby boomers. Peter is a Certified Financial Planner and specializes in estate and retirement planning.
In the second half of the program, Rabbi Address chats with Jethro Heiko and Robert Peagler, partners in The Action Mill, which created the card game, “A Gift of Grace.” The game is designed to help people have important conversations about death and dying.
The Action Mill is a human-centered design firm that works with organizations to improve communication and decision-making about late life and end-of-life care. The firm offers services to organizations with staff that deal with end-of-life issues.
Peter has been in the financial services industry since 1987. He serves as First Vice President/ Wealth Management at Janney Montgomery Scott LLC. Peter, a Certified Financial PlannerTM professional since 1993.
- CERTIFIED FINANCIAL PLANNER™(CFP®)
- Retirement Income Specialist (RIS)
- Over 25 years of experience as a Financial Advisor
- Series 7, 63, 66, insurance and annuity licensed
- MS in Public Administration from American University
- Member of the Philadelphia Estate Planning Council, as well as the Estate and Financial Planning Council of Southern New Jersey
- Member of the Board of Trustees – Boys and Girls Club of Camden County
Jethro is a designer and community organizer. Following the death of his father 20 years ago Jethro founded REFLECT, the 5 College Bereavement Support Program which worked to help college students cope with the loss of a loved one. email@example.com
Over his career, Rob has lent his human centered design chops to helping individuals, teams and organizations conduct meaningful, principled and effective work. Within the Action Mill he is particularly focused on the development of strategies to align multiple stakeholders to effect large-scale and sustainable systems change. Rob co-founded the Design Studio for Social Intervention (DS4SI) at the Massachusetts Institute of Technology, worked as a strategist on the W. K. Kellogg Foundation’s New Options Project, and was a member of IBM Research’s Market Analysis & Strategy group. firstname.lastname@example.org
Boomer Generation Radio airs on WWDB-AM 860 every Tuesday at 10 a.m., and features news and conversation aimed at Baby Boomers and the issues facing them as members of what Rabbi Address calls “the club sandwich generation.” You can hear the show live on AM 860, or streamed live from the WWDB website. Hecht Investment Group and Kendal Corporation are continuing sponsors of the program.
Subscribe to the RSS feed for all Jewish Sacred Aging podcasts.
Subscribe to these podcasts in the Apple iTunes Music Store.