Dec 28, 2021
For our last show of the year, Hannah Moore, CFP®, a 2021 FPA
Heart of Financial Planning award recipient, shares her experiences
creating the extraordinarily successful FPA Externship. Hannah
tells the story of her career development, podcasting, and
more.
Website: guidingwealth.com
Hannah's Contact
Info:
Dec 21, 2021
This week, we are joined by 2021 FPA Heart of Financial Planning Award winner Laurie Dubchansky, CFP®. She's the owner and founder of Havaplan Financial, where she provides hourly and project-based financial planning services to help clients, regardless of their wealth accumulation needs. A career changer with a...
Dec 14, 2021
In an effort to facilitate the development of community among
newer advisors, NexGen was formed. This is a community of younger
planners and career changers. Meet our guests, Kevin Clark, CFP®,
CIMA®, EA, the NexGen 2022 President and national leader, along
with FPA New England’s 2022 chapter committee leader and...
Dec 7, 2021
Author and retirement business consultant Marcia Mantell, RMA®, Boston Private Director of Financial Planning Kathleen Kenealy, CFP®, and FPA MA Director of Programming Andrew Cipro, CIMA®, join us to discuss the importance of Social Security knowledge in financial and retirement planning. We'll hear their thoughts...