In this panel discussion, Chris Boyd & Inna Rivilis are joined by advisors who have actively engaged ESG investing for their clients. Discussion incorporates SRI, ESG, and Impact investing. Hear how our panel developed the…
2019's FPA MA Financial Planner of the Year, Glenn Frank. Glenn tells about his professional experience culminating at Lexington Wealth Management. Glenn has taught at Bentley, helping to create their Masters of Personal F…
Inna Rivilis, the 2020 FPA MA Presiden-Elect, joins host Chris Boyd to share priorities of the chapter and her vision for next year. Learn about Inna’s personal and professional journey leading her from Ukraine to US citize…
Skip Schweiss, 2020 President-Elect of the Financial Planning Association discusses a variety of subjects: FPA CEO search, the custodian landscape, public policy issues facing planners & investors, 2020 election impact, why …
This week we focus on technology. First, Chris interviews Shaun Erickson (FPA MA Advocacy Director) & Dave Connolly, creators of Knudge, the new program for financial advisors. Learn about the inspiration and process of mo…
With the pending wave of an aging population, Bob Mauterstock and Annalee Kruger tell us about the new course curriculum they’ve devised intended to aid financial advisors to stand out and gain the expertise needed to become…
From 529 Plan savings for young children to loans for college students, in this week’s episode host Chris Boyd speaks with Julie Shields-Rutyna, Dir. of College Planning at MEFA about all aspects of paying for college. Suit…
In times of Coronavirus, will divorces increase due to more time together? Learn about the challenges and benefits of working with clients going through divorce. Our esteemed panel discusses how to approach the needs of th…
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 m…
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 too…
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 …
Kristin Beane acts as Executive Director of both the Financial Planning Association of Massachusetts and Northern New England chapters. As this week’s guest, Kristin shares the story of her experience with the chapter over …
Always informative, Kurt Czarnowski, formerly Regional Communications Director for the Social Security Administration (SSA) in New England, now principal of Czarnowski Consulting, shares insights useful to all on decisions a…
As we celebrate Memorial Day weekend, join host Chris Boyd as he speaks with Dick Powers, CFP®, retired Army Colonel, to hear about his lifetime of service, both to our nation and our profession. After his military career, …
Ben Lewis & Buffy Fletcher of the Financial Planning Association (FPA) join host Chris Boyd to share some of the great underutilized resources for FPA member practitioners ... from the Coaches Corner, massive Member Discount…
Recently, the CARES Act made provisions to help borrowers of student loans … but not all student loans qualify for these benefits. Atty. Adam Minsky joins us to explain. Lear more about student loans and what to do when bor…
Join us for the recent panel discussion on how advisors have been handling recent events and challenges - isolation policies, market volatility, client contact, marketing and more. Following the panel, outstanding advisor …
