by Kristin Beane | Mar 19, 2024 | Consumer News, FPANE News, Home Page Features
Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride According to data recently released by the CFP Board, less than 10% of the nearly 100,000 CFP® professionals report as Black, Hispanic, Latino, Asian or Pacific Islander. Only 24% are female....
by Kristin Beane | Mar 17, 2024 | Consumer News, FPANE News, Home Page Features
This week, we are joined by #technology #innovator, #author, and 2023 FPA Heart of Financial Planning Award winner Greg Friedman. Greg was at the forefront of the industry’s shift to #transparent, non-hierarchical #leadership, and his candid approach to...
by Kristin Beane | Mar 14, 2024 | Community News, FPANE News, Home Page Features
Join the FPA NE NexGen for a complimentary cup of coffee, a breakfast treat and networking at Stroll Cafe 15 Portwalk Pl, Portsmouth, NH 03801. All are welcome, we look forward to connecting. Register...
by Kristin Beane | Mar 1, 2024 | Consumer News, FPANE News, Home Page Features
This week, we are joined by #FinancialPlanner, continuous #learner, #aspiring #teacher, and 2023 FPA Heart of Financial Planning Award winner Virginia Asher. Virginia practices financial planning at Chichester Financial Group and TrustBank Wealth Management and...
by Kristin Beane | Mar 1, 2024 | FPANE News, Home Page Features
Join us at the Conference Center at Waltham Woods for the first installment of Wicked Good Half Day Talks in 2024. Half Day conference with Happy Hour to follow at the Copper House Tavern. Agenda: 12:00 – 1:00 PM Lunch & Registration 1:00 PM Jordan Jackson,...
by Kristin Beane | Feb 12, 2024 | Consumer News, FPANE News, Home Page Features
Kathleen and Jeff speak with Guy Ziriak and Mike Costello. Guy is a Vice President, and Mike is a Senior Partner with FPA New England partner Northeast Brokerage, an employee-owned insurance brokerage general agency dedicated to providing relationship-based sales...
