Episode 133 – Bruce Brumberg, MyStockOptions.com

by Kristin Beane | Dec 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 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 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...

Episode 129 – Ana Limon & Jamie Hopkins, Carson Group

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...

Episode 128 – Dennis Moore & Patrick Mahoney, Title Protection for CFPs

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,...