Jan 28, 2021
Bill Harris RMA®, CFP®, author of “Inheriting Your Spouse’s IRA: The Widow’s Guide to Keeping More of Her Assets”, founder of WHCornerstone Investments (www.whcornerstone.com) and past president of the FPA MA, joins host Chris Boyd to discuss Bill’s new book. It is a resource for investors and advisors in...
Jan 10, 2021
Meet Lucia Reed, the Director of the chapter’s newly created Diversity Equity & Inclusion committee. Lucia shares her personal experience with focus on concerns for social justice, how she came to financial planning, concerns for the racial wealth gap, and the initial plans for the committee which seeks to coordinate...