by Kristin Beane | Apr 1, 2022 | Consumer News, FPANE News, Home Page Features
Wealth psychology expert and author Kathleen Burns Kingsbury joins us to discuss her book, Breaking Money Silence®: How to Shatter Money Taboos, Talk More Openly about Finances, and Live a Richer Life. She shares with us how we as financial planners can break money...
by Kristin Beane | Mar 31, 2022 | FPANE News, Home Page Features
Join David Marra of Markin Asset Management, LP as he discusses Stewardship and the Stewarding of Family Wealth. • Stewardship, defined • The science of managing risk and preserving capital • Investment repeatability Register...
by Kristin Beane | Mar 31, 2022 | FPANE News, Home Page Features
Please join us Thursday, April 21st at 8:30AM for our first in-person Cape Cod Practice Group meeting. Our speaker will be Eric Stein of East Bay Investment Solutions leading a discussion on how planners should respond to inflation and rising interest rates....
by Kristin Beane | Mar 31, 2022 | FPANE News, Home Page Features, Member News
Join Joan McGrath and Kathy Vitello of PLAN MA & RI. PLAN of MA & RI is a 501(c)3 nonprofit organization that offers Special Needs Trusts to people of any age with any disability, helping to preserve their assets, protect their access to public benefits, and...
by Kristin Beane | Mar 15, 2022 | Consumer News, FPANE News, Home Page Features
Jeff and Brad speak with Host, Speaker, Business Owner, and Brand Ambassador, Brittney Castro, CFP®. Brittney discusses her path from Salsa dancing – to CFP® – and back again. She enlightens us as to how she drew corporations to seek her out versus needing...
by Kristin Beane | Mar 10, 2022 | Consumer News, FPANE News, Home Page Features
We’re joined by CFP Professional, Certified Divorce Financial Analyst, and Registered Life Planner Chris Chen from Insight Financial Strategists. He shares with us his journey from the technology field to working with financial planning clients at the...
