by Kristin Beane | May 31, 2023 | Consumer News, FPANE News, Home Page Features
We are joined by Ginnie Baker, CFP®, Partner of Beaird Harris Wealth Management and head of the FPA® Advisory Council, to discuss what the role of the Advisory Council is, its importance, and how it’s impacting the Financial Planning Association® going forward. Listen...
by Kristin Beane | May 4, 2023 | Consumer News, FPANE News, Home Page Features
David Marra of Markin Asset Management speaks with us not only about quantitative asset management but also about the recession worry, changing long-term economic & market conditions, recency bias, building portfolios that act as clients expect, this quarter’s...
by Kristin Beane | May 1, 2023 | Consumer News, FPANE News, Home Page Features
On this episode we are joined by our fellow FPA of New England member, Rick Fingerman, CFP®, CDFA®, CCPS™. Rick is the Managing Partner and Co-Founder of Financial Planning Solutions where he helps create Financial Wellness for Widowed or Divorced Women™ and works to...
by Kristin Beane | Apr 27, 2023 | Consumer News, FPANE News, Home Page Features
We are joined by body language expert, keynote speaker, and author Traci Brown. She uses her body language expertise to help banks, credit unions and financial, insurance and safety groups stop fraud losses by detecting deception that happens right before their eyes....
by Kristin Beane | Apr 19, 2023 | Consumer News, FPANE News, Home Page Features
We are joined by 2022 Heart of Financial Planning Award winner Celeste Revelli. She is the director of digital planning within planning advice services at Fidelity Investments. She will share her thoughts on how democratizing financial wellness and closing wealth gaps...
by Kristin Beane | Apr 8, 2023 | Consumer News, FPANE News, Home Page Features
On this episode, host Kathleen Kenealy speaks with two of the FPA New England chapter’s board members: Membership Director Karen Van Voorhis, CFP® and Kayla Holland, CFP®, head of the Next Gen Committee. We hear from Kayla and Karen about the different paths they each...
