by Kristin Beane | Oct 8, 2022 | Consumer News, FPANE News, Home Page Features
Ana Limon and Jamie Hopkins from Carson Group join us to discuss the future of the financial planning profession, their partnership with FPA, and how they’re coaching financial planners, financial advisors, and investment advisory firms to better serve their...
by Kristin Beane | Sep 23, 2022 | Consumer News, FPANE News, Home Page Features
The Financial Planning Association® is examining a multi year effort to have title protection for Certified Financial Planners. Considering the merits and challenges in this discussion with 2022 FPA President, Dennis Moore, CFP®, and CEO and Secretary of the FPA,...
by Kristin Beane | Sep 1, 2022 | Consumer News, FPANE News, Home Page Features
Host, Chris Boyd, CFP®, and colleague and co-host, Jeff Perry, JD, are joined by Certified Student Loan Professional, Belle Osvath, CFP®, CSLP®, to discuss and explain the proposed plans and implications of President Biden’s student debt forgiveness plan: who it...
by Kristin Beane | Sep 1, 2022 | Consumer News, FPANE News, Home Page Features
In this episode of the Wicked Pissah Podcast, we’ll hear from Melody Ramsey of Heifer Foundation. She shares with us the work and mission of Heifer International and how she works with corporations, individuals, and their financial and legal advisors to educate...
by Kristin Beane | Aug 31, 2022 | Consumer News, FPANE News, Home Page Features
Kurt Czarnowski, Principle at Czarnowski Consulting, joins host Brad Wright to discuss the current state of Social Security. With 75 million baby boomers set to retire in the next 15 years and claiming Social Security benefits, will there be enough money? What are the...
by Kristin Beane | Aug 17, 2022 | Consumer News, FPANE News, Home Page Features
Are you inundated with emails or general clutter that prevents you from growing or handling your business on a day-to-day basis? We are joined by author, speaker, and productivity coach, Patty Kreamer, Certified Professional Organizer, from Productivity Uncorked. She...
