by Kristin Beane | May 26, 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 24, 2023 | FPANE News, Home Page Features
Leslie Geller, J.D., LL.M., Senior Vice President and Wealth Strategist from Capital Group | American funds will discuss: Responsive Planning: Today’s actionable ideas for your HNW clients Over the last several years, our concerns and conversations around tax planning...
by Kristin Beane | May 22, 2023 | Community News, FPANE News
Attention Ladies of FPA NE, join women from the Mass Society of CPAs, the CFA Society of Boston, Boston Women in Finance, and more for an inter-association women’s event on Wednesday May 24th at Tia’s in Boston starting at 5:30. Register...
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...
