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Episode 111 – Kathleen Kingsbury, Breaking Money Silence

Episode 111 – Kathleen Kingsbury, Breaking Money Silence

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...
April 6: Stewardship and the Stewarding of Family Wealth

April 6: Stewardship and the Stewarding of Family Wealth

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...
April 21: Cape Cod Practice Group: Inflation and Rising Interest Rates

April 21: Cape Cod Practice Group: Inflation and Rising Interest Rates

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....
April 11: PLAN of MA & RI Presents: An Overview of Special Needs Trusts

April 11: PLAN of MA & RI Presents: An Overview of Special Needs Trusts

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...
Wiched Pissah Podcast: Episode 110 – Brittney Castro

Wiched Pissah Podcast: Episode 110 – Brittney Castro

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...
Wiched Pissah Podcast: Episode 107 – Chris Chen, Insight Financial Strategists

Wiched Pissah Podcast: Episode 107 – Chris Chen, Insight Financial Strategists

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...
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