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 20, 2022 | Consumer News, FPANE News, Home Page Features, Member News
We created the FPA Virtual Externship for YOU. Our goal with this externship is to support students, new professionals, career changers, experienced professionals and those who are entirely new to financial planning – with unique insights into the profession. No...
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...
by Kristin Beane | Mar 6, 2022 | FPANE News, Home Page Features
Join Jeff Brooks, Wealth Strategist of American Funds/Capital Group as he discusses: Recent changes to laws regarding income and transfer taxes What HNW clients are doing to minimize their tax exposure Potential changes ahead 1 CFP CE Pending Approval Register...
by Kristin Beane | Mar 1, 2022 | Consumer News, FPANE News, Home Page Features
Zack Gould, Co-Founder of G&N Insurance, joins us to talk about his journey and their innovative approach to the P&C Insurance experience and how it has lead to their significant growth. He shares ideas to for financial planners to consider in dealing with...
