by Kristin Beane | Feb 2, 2023 | Consumer News, FPANE News, Home Page Features
Host Jeff Tomaneng, CFP®, is joined by 2021 FPA Montgomery-Warschauer Award winner Julie Fortin, CFP®, FBS®, CeFT®. Julie is a partner and wealth advisor with Northstar Financial Planning, a financial life planning and wealth management firm dedicated to helping women...
by Kristin Beane | Jan 21, 2023 | Consumer News, FPANE News, Home Page Features
Host Jeff Tomaneng, CFP®, is joined by 2022 FPA P. Kemp Fain, Jr., Award winner Scott Kahan, CFP®. Scott is the owner and founder of Financial Asset Management Corporation, a financial planning and advisory firm he started in 1986 with the vision to provide...
by Kristin Beane | Jan 1, 2023 | Consumer News, FPANE News, Member News
Help Us Improve Your FPA New England Membership Experience Please take 3 minutes to complete our MEMBER BENEFIT SURVEY. We appreciate your membership and value your input on how we can best serve you. As a thank you for your feedback you can choose an amazon giftcard,...
by Kristin Beane | Jan 1, 2023 | Consumer News, FPANE News, Home Page Features
We are joined by Vice President of Fidelity’s Asset Allocation Research Team, Jake Weinstein. Host Chris Boyd, CFP®, has a wide range conversation with Jake about issues that face investors today in regard to Asset Allocation. They discuss themes and the...
by Kristin Beane | Jan 1, 2023 | Consumer News, FPANE News, Home Page Features
Hosts Kathleen Kenealy and Brad Wright are joined by members of the FPA 2023 incoming executive committee leadership team, Shaun Erickson, Kevin Williams and Marybeth Breed. We ask them about their experiences as members of the FPA, how they found themselves in...
by Kristin Beane | Jan 1, 2023 | Consumer News, FPANE News, Home Page Features
FPA Massachusetts Past President Jeff Tomaneng is joined by educator, entrepreneur, writer, and investor, Brian Portnoy, CFA®. Brian is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money, combining science and...
