Jul 23, 2020
As the Financial Planning Association of Massachusetts takes up questions of race, diversity, equity, and inclusion, we sit down with Rachel Goldman, presenter and facilitator for an event for members on August 5th. Learn more in this conversation co-hosted this week by Andy Cipro, FPA MA Membership Director, and host...
Jul 13, 2020
Cory Christiana of Russell Investments joins host Chris Boyd as they discuss The Power of Going Virtual. In the midst of the pandemic, our industry has rapidly embraced virtual meetings, but will this become a permanent tool for the future? Learn suggestions for best practices and how to best plan your virtual meetings...
Jul 3, 2020
With issues of race receiving increased attention, Malik Lee, CFP® joins the conversation. Malik shares his professional story, reveals challenges for African Americas in growing wealth, the need for greater representation of minorities in upper management & broadly in the world of Financial Planners. Important food...