by Kristin Beane | Sep 25, 2024 | Consumer News, FPANE News, Home Page Features
On this episode of the Wicked Pissah Podcast Kathleen speaks with Todd Weaver, President of Strategies for College, to talk about the work Todd does helping students and their families navigate the important yet often confusing college selection process. Todd...
by Kristin Beane | Sep 15, 2024 | FPANE News
Host Brad Wright along with Guest Co-Host Mike Connaughton are joined by performance coach Richard “Rick” LeFauve. Rick founded Client Edge for performance coaching after compiling extensive experience in management, recruiting, training, business development, and...
by Kristin Beane | Sep 7, 2024 | Consumer News, FPANE News, Home Page Features
Vanguard Hosts Brad Wright and Chris Boyd are joined by Ted Dinucci, an investment strategist with Vanguard’s Investment Advisory Research Center, the team tasked with creating thought leadership for their intermediary advisory partners across a range of investment,...
by Kristin Beane | Sep 6, 2024 | Consumer News, FPANE News, Home Page Features
This week we’re talking about Difficult Conversations. Whether telling clients they don’t have enough and need to get back to work, talking clients through market down turns, or speaking with clients at times of loss, some conversation are more challenging than...
by Kristin Beane | Sep 2, 2024 | FPANE News
Join the FPA New England for Wicked Good Half Day Talks at the Aloft Hotel in Boston, MA. Featuring: Dr. Mary A. Burke, Ryan Barrett, David Gulley and Jennifer Bender. Informal networking and happy hour to follow. Up to 4 CFP CEs pending approval. Agenda 10:00 –...
by Kristin Beane | Sep 1, 2024 | FPANE News
Join FPA New England for this multi chapter webinar featuring Leslie Geller, Senior Vice President and Wealth Strategist at Capital Group | American Funds for: Fall 2024 Policy and Planning Update: Preparing Your HNW Clients for a Year of Uncertainty Over the last...
