Reflecting on Money and Meaning – with Dr. Daniel Crosby It's time for a Wicked Pissah Podcast! Join hosts Kathleen Kenealy, CFP®, CPWA® and Brad Wright CFP®as they speak with psychologist, behavioral finance expert and New York Times best-selling author, Daniel Crosby, Ph.D. Dr. Crosby is the Chief Behavioral Officer at Orion Advisor Solutions, host of the Standard Deviations podcast, and author of numerous books on the psychology of money, investing and wealth including The Behavioral Investor and The Soul of Wealth: 50 Reflections on Money and Meaning. https://lnkd.in/eSFqpFTQ #fpane #wickedpissahpodcast #psychologyofmoney #reflections #moneymeaning
Financial Planning Association of New England
Financial Services
Westborough, Massachusetts 1,332 followers
Helping people improve their lives by emphasizing the benefits of financial planning
About us
Since 2000, the Financial Planning Association® (FPA®) has been the professional organization for CERTIFIED FINANCIAL PLANNER (CFP®) professionals, educators, financial services professionals and students who seek advancement in a growing, dynamic profession. More than 23,000 FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. Through a collaborative effort to provide members with One Connection to tools and resources for professional education, business success, advocacy and community, FPA has become an indispensable force in the advancement of today’s CFP® professional. Learn more about FPAMA at https://www.fpama.org/ and check out our Twitter @fpa_ma and Facebook page at https://www.facebook.com/FPAMASS/
- Website
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http://www.fpama.org
External link for Financial Planning Association of New England
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Westborough, Massachusetts
- Type
- Nonprofit
- Founded
- 2000
- Specialties
- Financial Planning
Locations
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Primary
PO Box 76
Westborough, Massachusetts 01581, US
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7535 E Hampden Ave
600
Denver, Colorado 80231, US
Employees at Financial Planning Association of New England
Updates
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It's time talk to retirement plans on the Wicked Pissah Podcast with hosts J. Christopher Boyd and Kathleen Kenealy, CFP®, CPWA® as they speak with FPA chapter past president, John F. McAvoy, CFP, AIF. John shares insights about working in the Retirement Plan space both with employers and participants. Thinking of doing more with 401Ks or IRAs, then you’ll want to listen this episode. We start off the show learning about John’s sustained commitment to the financial planning profession and giving back to our community. https://lnkd.in/ekpQvpkB #fpane #wickedpissahpodcast #retirement
#227 - Retirement Plans & Community Impact: Insights from Financial Planning Leader John McAvoy
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Make a Difference Today: Your Generosity Can Change Lives! Please take a moment give back to our pro bono flagship programs. With your help, we can make a difference this holiday season. Dana Farber Patient Assistance Fund: https://lnkd.in/etGyv8FS Homes for Our Troops: https://lnkd.in/ezdqcaez #fpane #makeadifference #cancerpatientsupport #homesforourtroops
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Join us for the NexGen Happy Hour at Clarke's on Wednesday, December 11th at 5pm. All are welcome to join FPA NE NexGen & Nicole Wallace, MBA - Private Wealth Director at Franklin Templeton for an evening of networking, drinks and light refreshments. Registration link: https://lnkd.in/eZNaZMnh #fpane #nexgen #networking
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Join FPA NE and Xtrackers by DWS for a webinar on 12/10 at 12 noon-Active Global Natural Resources presented by Avi Feinberg and Darwei Kung Natural Resources is an under-invested sector for most investors. Yet, natural resources sector plays an important part to several major trends in the global economy: energy transition, adoption of AI and cloud technology, cyber and national security, to name a few. Register today: https://lnkd.in/eKUeQp7y #fpane #globalresources
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It is time for a Wicked Pissah Podcast with hosts Kathleen Kenealy, CFP®, CPWA® and J. Christopher Boyd. They are joined by Paula Harris, FBPS™ and Bill Harris, CFP®, RMA®, CEPA® as they discuss families with children may have more financial challenges in the accumulation phase, but couples without kids have different challenges more often later in life. They share the challenges and possible solutions. https://lnkd.in/dPxCc98m #fpane #wickedpissahpodcast #couples
#225 - Financial and Caregiving Challenges: Couples with and without Children-Bill & Paula Harris
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Look who came to Wicked Good Talks in Maine! Thank you to our past Presidents: Jeffrey Tomaneng, Peter Jaworski, CFP®, ChFC®, CLU®, Dan Galli, CFP®, Marybeth Breed, CFP®, Inna Rivilis, CFP®, Brad Wright CFP® and Executive Director Kristin Beane. #fpane #fpavolunteers #leaders #greathumans
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Tune in to Wicked Pissah Podcast #224 with hosts- J. Christopher Boyd and Jeff Perry as they discuss the Case for International Investing with Nicholas J. Paul, CFA from MFS Investment Management https://lnkd.in/eQzCCb-f #fpane #wickedpissahpodcast #internationalinvesting
#224 - International Investing with Nick Paul, MFS
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Join us and Susan Flanagan Almon for BCBS Wellness Wednesday: Exploring Medicare Advantage Plans on November 13th, 12 -1PM Have you ever wondered about the Medicare Advantage plans advertised on TV? Learn about Medicare Advantage Plans, the differences between HMOs and PPOs, and get a closer look at the Blue Cross Blue Shield Medicare Advantage plans. Discover the cost-sharing and extra benefits associated with these plans. https://lnkd.in/eu94VrWj #fpane #wellnesswednesday #medicare
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It's time for a Wicked Pissah Podcast with host Michael P. Connaughton, CFP®, CLU®, ChFC® and NICHOLAS A PAPAKYRIKOS Tax Policy Impacts, Tax Strategies and Secure Act 2.0 https://lnkd.in/egcefdpf #fpane #wickedpissahpodcast #tax
#223 - Tax Policy Impacts and the Upcoming Election with Nicholas A. Papakyrikos, CPA, P.C
https://www.libsyn.com