Jun 28, 2020
Martin Seay, PhD, President of the Financial Planning Association, returns to the program to discuss recent criticism of the FPA and to confirm its value to members and the profession. Also discussed are recent changes announced by the CFP Board for more stringent background checks on certificants in an effort...
Jun 20, 2020
Kristin Beane acts as Executive Director of both the Financial Planning Association of Massachusetts and Northern New England chapters. As this week’s guest, Kristin shares the story of her experience with the chapter over the past 20 years: logistics, member service, continuing education credit application and...
Jun 14, 2020
Learn about the 5 model documents in the new Toolkit for CFPs who are members of the FPA. Paul Brahim, CFP®, AIFA® and Rochelle Truzzi, CFP® share insights both into the new expectations of CFP's in their role as a fiduciary as enforcement nears at the end of June. Paul tells of the work & role of the FPA's...
Jun 6, 2020
Join host Chris Boyd for an exceptional panel to discuss - Important Conversations. Consider various conversations to have with clients about their life’s legacy, wishes, and family communications. Panel members are Dr. Amy D’Aprix, Susan Turnbull, and Robert (Bob) Mauterstock.
Dr. Amy D’Aprix, Life...