Feb. 9, 2023

Episode 141 - Mark Prendergast, Director of Tax Strategies at Inspired Financial

Episode 141 - Mark Prendergast, Director of Tax Strategies at Inspired Financial

In this episode, hosts Kathleen Kenealy and Jeff Tomaneng are joined by 2022 FPA Heart of Financial Planning Award winner Mark Prendergast. Mark talks to us about his career over the years, how he works with clients in his role as Director of Tax...

In this episode, hosts Kathleen Kenealy and Jeff Tomaneng are joined by 2022 FPA Heart of Financial Planning Award winner Mark Prendergast. Mark talks to us about his career over the years, how he works with clients in his role as Director of Tax Strategies at Inspired Financial, and how he’s developing the next generation of planners and leaders at his firm. We also learn about what he’s looking forward to in retirement, what inspires him to tirelessly give back through volunteering and pro bono efforts, and how he found love through the FPA.

Mark's links:

https://www.financialplanningassociation.org/lead/awards-scholarships/heart-of-financial-planning-award

https://www.linkedin.com/in/mark-prendergast-6974aa9/

https://www.inspiredfinancial.biz/

https://www.savvyladies.org/about-us/helpline-volunteers/