Sign up to get updates from us
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...
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 on what financial planners should discuss with their clients around retirement planning and the upcoming FPA MA education series for financial advisors on Social Security planning and advice.
