Oct 26, 2022
Brad speaks with Massachusetts Deputy Treasurer and Director of the Office of Economic Empowerment, Alayna Van Tassel.
Alayna discusses her path into state politics. She delves into the status of Bill H.578 An Act establishing a personal financial literacy curriculum in schools and introduces us to the possibility of...
Oct 4, 2022
Ana Limon and Jamie Hopkins from Carson Group join us to discuss the future of the financial planning profession, their partnership with FPA, and how they're coaching financial planners, financial advisors, and investment advisory firms to better serve their clients and advance the profession.