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Episode 145 – Matthew Jarvis, The Perfect RIA

Episode 145 – Matthew Jarvis, The Perfect RIA

by Kristin Beane | Mar 10, 2023 | Consumer News, FPANE News, Home Page Features

Matthew Jarvis, Co-Founder of The Perfect RIA and author of Delivering Massive Value, joins host Brad Wright to discuss helping financial advisors create hyper-efficient and profitable practices. Learn how you can become more efficient and increase your firm’s...
March 15: BCBS Wellness Series: Planning for Medicare – Countdown to 65

March 15: BCBS Wellness Series: Planning for Medicare – Countdown to 65

by Kristin Beane | Mar 9, 2023 | Community News, FPANE News, Home Page Features

Please join Blue Cross Blue Shield on March 15th at 12pm to hear about their most popular program offering “Planning for Medicare- Countdown to 65”. Are you reaching out to your clients as they approach age 65? This is the time many people have questions about...
May 10: Taxes, Transfers & Tea Leaves: HNW Estate Planning

May 10: Taxes, Transfers & Tea Leaves: HNW Estate Planning

by Kristin Beane | Mar 1, 2023 | FPANE News, Home Page Features

Jeff Brooks, Wealth Strategist with Capital Group/American Funds will discuss: HNW Estate Planning Techniques in use Today: • GRATs • QPRTs • CRT • INGs and similar things 1 CFP CE Pending approval Register here for 5/10/23 Taxes, Transfers & Tea Leaves November...
Episode 144 – Bob Veres, Inside Information

Episode 144 – Bob Veres, Inside Information

by Kristin Beane | Mar 1, 2023 | Consumer News, FPANE News, Home Page Features

We are joined by writer and financial planning industry commentator Bob Veres. Bob is the owner, editor, and publisher of Inside Information, a newsletter of relevant curated content for the financial advisory profession and co-producer of the Insiders Forum. Bob is a...
Mar 20: Mortgage Monday with Donna McKeown

Mar 20: Mortgage Monday with Donna McKeown

by Kristin Beane | Mar 1, 2023 | FPANE News, Home Page Features

Mortgage Monday is back!  Join Donna McKeown for a current market update. Register...
Episode 143 – Dr. Mary Bell Carlson, Financial Behavior Keynote Group

Episode 143 – Dr. Mary Bell Carlson, Financial Behavior Keynote Group

by Kristin Beane | Feb 28, 2023 | Consumer News, FPANE News, Home Page Features

This week, we are joined by financial behavior expert, and storyteller Dr. Mary Bell Carlson, CFP®, AFC®. Mary is the president of Financial Behavior Keynote Group, a source for keynote speakers centered on financial behavior, and the author of the newly released...
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