Episodes
22
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...
20
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...
19
Dec. 2, 2019
FPA MA Membership Committee & Public Relations Marketing Committee
Planning for FPA MA's future
17
Nov. 11, 2019
FPA MA Community Outreach - A Veterans' Day Special
Learn how FPA MA supports our members of the military and more
18
Nov. 7, 2019
Hannah Moore - FPA NexGen Engagement ... So Much Moore!!!
A Conversation with Hannah Moore
16
Nov. 3, 2019
OneFPA Network - Advisory Council & Beta Test Updates
A conversation with Evelyn Zohlen (FPA 2019 President) & Martin Seay (FPA 2020 President)
15
Oct. 29, 2019
Career Development's Mentor Match Program
Starting soon - Be a Mentor or Be Mentored
14
Oct. 20, 2019
Planning For Medicare
Discussion with FPA MA partner Blue Cross Blue Shield of Massachusetts
13
Oct. 7, 2019
Is Now A Good Time For Clients To Get A Mortgage?
Discussion with FPA MA partner The Mortgage Network
11
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
10
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)
9
Sept. 14, 2019
Coaches Corner with Mike Byrnes
Business Branding, Marketing, and Coaching - It's all about business development
8
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 measuring success the right way? From Dan's personal efforts to lead by example in his professional ethics in addition to teaching for CE. Dan shares his professional journey, the results of "doing the right thing" in the face of revealing his health concerns, and insights for all ...
7
Aug. 23, 2019
Tax Uncertainty & Retirement Savings Diversification
How lower tax rates may impact your planning strategies
6
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
5
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
4
June 30, 2019
WPP - Episode 4 - "Are You Relevant In These Changing Times" with Jagdish ("Jag") Dalal
Jagdish Dalal - Futurist & Speaker
3
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
2
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
1
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 upcoming "Wicked Good Talks" program with a great lineup of speakers (www.fpama.org). Next we hear from one of the key note speakers, economist Allison Schrager, about her new book, An Economist Walks Into A Brothel. In addition, we check-in with two of the chapter's long-time part...