Massachusetts
Joined January 2012
Today's #FPAMAMemberSpotlight features @SMoreChrisBoyd of @AssetMgmtRsrcs, who has continued to add resources and invest in his team throughout 2021 while being an active part of the #FPAMA community. Read more in our full spotlight on our LinkedIn page: linkedin.com/company/1027790…
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Join us tomorrow @12 noon. PM Mike Sewell of @TRowePrice is presenting on US Rates and Inflation Outlook us06web.zoom.us/webinar/regi… #fpama #inflation
Today's #FPAMemberSpotlight features Kristen Heller of @Baystate_fin, sharing the best financial advice she ever got: "For every raise you get, put a portion into savings, whether it's for retirement or a big purchase. You won't miss the money and you get a leg up on your goals."
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Episode 79 - Emily Shull, Me Myself and Money, Money Relationship Coaching wickedpissahpodcast.libsyn.c…
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Jeff Tomaneng - Fireside Chat w Tom Lester wickedpissahpodcast.libsyn.c…
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Join @SWershing CFP® theclientdrivenpractice.com, author "Stop Asking For Referrals" & co-host becomingreferable.com. Learn to build #brand & grow business. Define your #niche & their challenges. @fpassociation @SMoreChrisBoyd, @AssetMgmtRsrcs @TomanengJeff wickedpissahpodcast.libsyn.c…
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Episode 75 - Insurance Strategies: SECURE Act & LTC - Kim Furnald wickedpissahpodcast.libsyn.c…
Today we spotlight member @AshleyWOtt of Vantage Point Financial. While based in Boston, Ashley lives bi-coastal and works out of her Seattle office half of the year. She was recently featured as a “Valiant Woman of @CommonwealthFN : commonwealth.com/insights/va…
FPA MA Member Minute with Liz Garvey, CFP® of Barry Investment Advisors youtu.be/IcEdEWa2ibY via @YouTube
Watch @fpa_ma President Inna A. Rivilis, CFP® discuss new initiatives in 2021 #fpama #leadership youtube.com/watch?v=ZtLQF7-X…
FPA Massachusetts retweeted
Great to hear @BillMHarris on @fpa_ma #podcast
Listen to my appearance on the 'Wicked Pissah Podcast' where I discussed my new book 'Inheriting Your Spouse's IRA: The Widow's Guide to Keeping More of Her Assets'. Click to listen: wickedpissahpodcast.libsyn.c… #widows #IRAs @fpa_ma
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.@Russell_Invest Rob Kuharic: Don't wait until #tax time to take action. #Proactive #TaxManagement is a better solution. via @fpa_ma. #TaxManagedInvesting #TaxEfficiency #Taxes #Investing #Investments #FinancialPlanning
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