by Kristin Beane | Jul 1, 2023 | Consumer News, FPANE News, Home Page Features
With more than $47M American retirees, and 10,000 BabyBoomers reaching retirement age every day … let’s talk RETIREMENT. Join our guest, Bob Powell, renowned Retirement columnist for USA Today & MarketWatch, publisher/editor of The Street’s Retirement Daily,...
by Kristin Beane | Jul 1, 2023 | Consumer News, FPANE News, Home Page Features
Kathleen and Jeff speak with Dr. Sarah Fallaw. Sarah is a psychologist, researcher, and founder-president of DataPoints, the first behavioral assessment company for financial services. DataPoints uses tools that pinpoint financial attitudes, wealth-building behaviors,...
by Kristin Beane | Jul 1, 2023 | FPANE News, Home Page Features, Member News
Join us for Free CE Days, including ethics. This event is free to members, register today! Tuesday 8/1/2023 12:00 to 12:50PM – Mortgage Update: Donna McKeown of Movement Mortgage 1:00 to 2:45PM – CFP Ethics with Melissa Kemp 3:00 to 3:50PM –...
by Kristin Beane | Jun 8, 2023 | FPANE News, Home Page Features
Join us for Membership 101 on June 15th 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 | Jun 6, 2023 | Community News, FPANE News, Home Page Features
MassCPAs invites you to Sip & Socialize with fellow CPAs, lawyers and financial professionals who can help take your career to the next level. We know you’re busy, and this dedicated event will connect you with like-minded professionals to help spark new leads and...
by Kristin Beane | Jun 3, 2023 | Consumer News, FPANE News, Home Page Features
On this episode of the Wicked Pissah Podcast we speak with Brooklyn Brock, founder of Ellevate Advisors. Brooklyn is a Certified Financial Planner™ practitioner who provides financial planning services to a unique set of clients – other financial planners. Brooklyn is...
