May 29
The Next Level Planning Group Info Session (Virtual)
Virtual Info Session: May 29th
When: 4pm-5pm, Career Center, Johnson House 207
Are you someone who enjoys helping people solve real problems? A creative thinker? A diligent worker? Someone who thrives as part of a team?
Then join Alum Adam Stock'95, founder of The Next Level Planning Group (TNLPG), to learn more about his path to wealth management and the development of TNLPG into an advanced and respected firm! TNLPG is a comprehensive financial planning and wealth management firm located on the northwest side of Chicago, near O’Hare airport. The firm specializes in designing, building, and maintaining customized financial plans. TNLPG focuses on helping clients identify, understand, and act upon important financial matters in increasingly effective and efficient ways. They create a fresh approach to train and support financial planners. For the experienced-advisor looking to take his practice to the next level, the high-achiever seeking to learn financial planning as a profession on par with law and medicine, and the career-changer considering life as a planner, TNLPG provides the ability to deliver a college-level client experience. TNLPG presents individuals the opportunity to serve in analytical, service-driven, and logistical roles, while also providing opportunities for mentorship and meaningful contribution through a thriving internship program. Join Adam to learn more about these potential future opportunities for jobs and internships.
RVSP for the info session via the Tunnel