Oct 29, 2019
Join Jennifer Moran, Director of the Career Development Committee, & Jamie Ebersole as they describe the efforts of the Career Development Committee of the FPA MA to meet the needs of new planners, career changer, & prospective planners. Learn details about the newly reconstituted Mentor Match program - who it's...
Career Development's Mentor Match Program
Oct 29, 2019
Join Jennifer Moran, Director of the Career Development Committee, & Jamie Ebersole as they describe the efforts of the Career Development Committee of the FPA MA to meet the needs of new planners, career changer, & prospective planners. Learn details about the newly reconstituted Mentor Match program - who it's...
Oct 20, 2019
FPA of Massachusetts partner, Blue Cross Blue Shield’s Peta Shephard shares details about the complementary educational presentation available to advisors' clients and the public in which attendees learn all about how Medicare works. In this conversation, Peta covers much of the content of the presentation, including...
Oct 8, 2019
Financial Planning Association of Massachusetts' partner, The Mortgage Network's Donna B. McKeown join’s host & chapter Chairman Chris Boyd & Chapter President, Jeff Tomaneng to review current condition of the #MortgageMarket. They discuss best practices for advisors and clients when seeking a #mortgage or to...
Oct 8, 2019
Financial Planning Association of Massachusetts partner T. Rowe Price professionals, Karen Igler & Terry Davis, MBA, join the show to share insights into the merits of international exposure in client portfolio designs. Many investors are underweight International exposure, so is now the time to consider change? The...