by Kristin Beane | Apr 1, 2022 | Community News, FPANE News, Home Page Features
Planning for Medicare with Susan Flanagan of BCBS MA Are you reaching out to your clients as they approach age 65? This is the time many people have questions about Medicare. When should they enroll, what happens if they continue to work, what are the options once...
by Kristin Beane | Apr 1, 2022 | Consumer News, FPANE News, Home Page Features
Meet Duncan MacPherson, author, coach, and speaker. Through his coaching firm, Pareto Systems, and books like “The Advisor Playbook”, Duncan helps advisors learn how to make their business serve their life. With great systems and ideas for marketing and referrals,...
by Kristin Beane | Apr 1, 2022 | Consumer News, FPANE News, Home Page Features
Steven Ryder, Founder of True North Networks, Inc. joins host Brad Wright to talk about current cybersecurity threats, SEC Audits, whether your VPN is good enough, and why you must use multifactor authentication, even though it’s super annoying. He’ll guide you in...
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....
