Season 1

Dec. 31, 2019

FPA MA Leadersip - Reflecting Back & Looking Ahead

Out with the old and in with the new! As we transition into a New Year and new decade, Financial Planning Association of Massachusetts chapter leaders, Jeff Tomaneng (2019 President), Brad Wright (2020 President), and Kristin Beane (Executive...

Dec. 19, 2019

Business Planning with Vanessa Oligino

2020 Vision

Dec. 10, 2019

Social Security - Karen Ireland of MFS

Guest Karen Ireland of MFS joins Programming Director, David McPherson & host Chris Boyd to share ways to talk about Social Security. “Maximizing benefits” is better than “delaying benefits”. Help your clients think about their Social...

Dec. 2, 2019

FPA MA Membership Committee & Public Relations Marketing Committee

Planning for FPA MA's future

Nov. 11, 2019

FPA MA Community Outreach - A Veterans' Day Special

Learn how FPA MA supports our members of the military and more

Nov. 7, 2019

Hannah Moore - FPA NexGen Engagement ... So Much Moore!!!

A Conversation with Hannah Moore

Nov. 3, 2019

OneFPA Network - Advisory Council & Beta Test Updates

A conversation with Evelyn Zohlen (FPA 2019 President) & Martin Seay (FPA 2020 President)

Oct. 29, 2019

Career Development's Mentor Match Program

Starting soon - Be a Mentor or Be Mentored

Oct. 20, 2019

Planning For Medicare

Discussion with FPA MA partner Blue Cross Blue Shield of Massachusetts

Oct. 7, 2019

Is Now A Good Time For Clients To Get A Mortgage?

Discussion with FPA MA partner The Mortgage Network

Oct. 7, 2019

Pillars of International Equity

Insights from FPA MA Partner - T. Rowe Price

Sept. 29, 2019

FPA Group Health Plan w/ John Ryan of Ryan Insurance Strategy Consultants

Learn about the new group benefit for FPA members - health coverage for member employers' companies

Sept. 22, 2019

FPA MA NexGen & Programming, then Collaboration with FPA NNE

Hear from guests Jake Northrop (FPA MA Dir. NexGen), Dave McPherson (FPA MA Dir. Programming), & FPA NNE's Kelly Orr (Dir. Membership)

Sept. 14, 2019

Coaches Corner with Mike Byrnes

Business Branding, Marketing, and Coaching - It's all about business development

Sept. 6, 2019

Dan Candura - Lessons, Ethics, and a Career

In this episode, enjoy a thoughtful discussion with Dan Candura about the arc of his career. We discuss changes impacting CFPs, the ethics of varying compensation models, and the challenges of advisor rankings. Are we measu...

Aug. 23, 2019

Tax Uncertainty & Retirement Savings Diversification

How lower tax rates may impact your planning strategies

Aug. 8, 2019

WPP - Ep 6 - Advocacy & IRA Deductibility In MA

FPA MA Advocacy, the Legislative Process, & H3663 to make IRA Contributions Deductible in MA

July 25, 2019

WPP - Ep 5 - "Membership Has Its Privileges" & "Tools for the Aging"

FPA MA membership benefits, Longbridge Financial on Reverse Mortgage features, & content from a Panel on Aging

June 30, 2019

WPP - Episode 4 - "Are You Relevant In These Changing Times" with Jagdish ("Jag") Dalal

Jagdish Dalal - Futurist & Speaker

June 10, 2019

WPP - Episode 3 - "Your Brand Is You" with Kristine McManus

Kristine McManus, Chief Business Development Officer at COMMONWEALTH financial group explains how "Your Brand is You"; & Tom Lester of Hines Securities

May 20, 2019

WPP - Season 1, Episode 2 - Glenn Frank, Karen Van Voorhis, & Nationwide

Recorded at FPA MA's Wicked Good Talks on May 3, 2019

April 24, 2019

Episode 1 - April 2019

Join us for our initial podcast, a production of the Financial Planning Association of Massachusetts. Host Chris Boyd speaks with Dave McPherson of Four Ponds Financial, current chapter Programming Director, about the upcomi...