by Kristin Beane | Feb 5, 2024 | Consumer News, FPANE News, Home Page Features
This week, we are joined by personal financial advisor, author, and thought leader, 2023 FPA P. Kemp Fain, Jr., Award winner Ross Levin. Ross is the Founder and a Shareholder of Accredited Investors Wealth Management. Long an industry leader, Ross translates his...
by Kristin Beane | Feb 2, 2024 | Community News, FPANE News, Home Page Features, Member News, Webinars & Events
Are you a career changer looking for advice? Are you a student curious about financial planning career paths? Are you a CFP® looking for career development? Read below to find out more about the FPA of New England’s MentorMatch program! The FPA of New England...
by Kristin Beane | Feb 2, 2024 | FPANE News, Home Page Features, Webinars & Events
Join us for Wicked Good Membership 101 on February 29th at noon. Membership Director Karen Van Voorhis will give an overview of the wide-ranging benefits available to you as a member. Whether you are new to FPA or a seasoned member, this webinar is for you! Register...
by Kristin Beane | Feb 1, 2024 | Consumer News, FPANE News, Home Page Features
Brad and Jeff speak with Leadership and Business Coach Sarah Cain. She is VP of Coaching and Consulting at FPA partner and sponsor Carson Group, where she leads a team of executive business coaches and practice management consultants who help successful financial...
by Kristin Beane | Feb 1, 2024 | FPANE News, Home Page Features, Member News
Welcome new members of FPA of New England! We are thrilled to be Your Partner in Planning™ Paul Cloonan John-Luke, D’Amico, CFP® Erica Feldblum, CFP® Joseph Hanley, CFP® Alfred Hargrave Sarah Hayes, CFP® David Jager, CFP® Anna Larina Janel Lunny Matthew...
by Kristin Beane | Jan 23, 2024 | Consumer News, FPANE News, Home Page Features
Alex Fratila, CFA speaks with host Chris Boyd about Managed Futures. Learn what are the benefits of use of futures in designing an investment portfolio. How they work, what asset classes can be represented, and how inclusion of a managed futures strategy into...