Episode 134 – Ed Rodbro, American Heart Association

by Kristin Beane | Dec 20, 2022 | Consumer News, FPANE News, Home Page Features

We are joined by Senior Advisor of the American Heart Association’s Charitable Estate Planning Team in the eastern states region, Ed Rodbro, CAP®. Ed shares with us his perspective on philanthropy and gift planing. You’ll learn about the why behind his career in...

Episode 135 – Dan Galli & Karen McDade, FPA Board

by Kristin Beane | Dec 20, 2022 | Consumer News, FPANE News, Home Page Features

We are joined by FPA Board Members, Karen McDade, CFP®, AIR®, CDFA®, and Dan Galli, CFP®, to discuss OneFPA and a culture of a Board, the meaning of being a FPA board member, what the Board’s focus has been, Financial Planner title protection, challenges and...

Episode 132 – BLX Internship Program with Chloe Moore and Luis Rosa

by Kristin Beane | Nov 23, 2022 | Consumer News, FPANE News, Home Page Features

In this episode, Kathleen Kenealy and Rene Jarquin, Director of the FPA of New England’s Diversity, Equity & Inclusion Committee, are joined by Chloe Moore, CFP® and Luis Rosa, CFP®, EA, two of the co-founders of the BLX Internship program. According to recent...

Episode 131 – Special Needs Planning with Alexandria Dunn, Cynthia Haddad, John Nadworny of Affinia Financial Group

by Kristin Beane | Nov 11, 2022 | Consumer News, FPANE News, Home Page Features

Co-hosts Jeff Tomaneng, CFP®, CDFA® and Kathleen Kenealy, CFP®, CPWA® are joined by Alexandria Dunn, CFP®, CTFA, Cynthia Haddad, CFP®, ChSNC®, and John Nadworny, CFP®, CTFA of Affinia Financial Group to discuss their expertise in Special Needs Planning. You’ll learn...

Episode 133 – Bruce Brumberg, MyStockOptions.com

by Kristin Beane | Nov 1, 2022 | Consumer News, FPANE News, Home Page Features

FPA Massachusetts Past Presidents Brad Wright and Jeff Tomaneng are joined by their fellow FPA New England chapter member Bruce Brumberg. Bruce is an expert on equity compensation, a contributor to Forbes, and Co-Founder and Editor-in-Chief...

Episode 130 – Alayna Van Tassel, MA Deputy Treasurer and Director of the Office of Economic Empowerment

by Kristin Beane | Oct 23, 2022 | Consumer News, FPANE News, Home Page Features

Brad speaks with Massachusetts Deputy Treasurer and Director of the Office of Economic Empowerment, Alayna Van Tassel. Alayna discusses her path into state politics. She delves into the status of Bill H.578 An Act establishing a personal financial literacy curriculum...