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Discussions surrounding FPA MA's podcast to financial professionals on topics of financial planning, recent or future events, and interactions with speakers from across the industry. Additionally, the program will review what's happening in the Massachusetts chapter. Join us for engaging discussions and insightful content. For more information, email: Admin@FPAMA.org.

Wicked Pissah Podcast FPA MA

    • Investering

Discussions surrounding FPA MA's podcast to financial professionals on topics of financial planning, recent or future events, and interactions with speakers from across the industry. Additionally, the program will review what's happening in the Massachusetts chapter. Join us for engaging discussions and insightful content. For more information, email: Admin@FPAMA.org.

    FPA MA Media Training & Media Panel

    FPA MA Media Training & Media Panel

    At the recent Wicked Cool Talks, Brad Wright (FPA MA chapter 2020 President) and Brendan Malloy (Public Relations/Marketing Director) discuss the virtues of the media training program offered.  Among the benefits are access for CFP members to various media inquiries daily. Additionally, hear from our panel of media experts (Bob Powell - The Street, Scott Van Voorhis - Freelance Journalist, Daniel Miller - Anchor, Fox 25 News) on the do’s and don’ts when interacting with media. 

    • 42 min
    FPA MA Leadersip - Reflecting Back & Looking Ahead

    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 Director) reflect on 2019 successes and plans for 2020.  Learn about various chapter resources, committee activities, and so many ways to gain from your FPA membership in the year(s) ahead.  

    • 43 min
    Business Planning with Vanessa Oligino

    Business Planning with Vanessa Oligino

    Vanessa Oligino, Director of Business Performance Solutions at TD Ameritrade Institutional, shares great insights for business planning.  Whether conceiving of the vision or measuring your success relative to peers, Vanessa shares numerous thoughts on how to approach your planning for the year ahead.  Whether you are an advisor on your own, in a small firm, or a member of a large firm, glean some great takeaways for your growth for the year ahead!

    • 58 min
    Social Security - Karen Ireland of MFS

    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 Security & retirement decisions in the right context. 

    • 30 min
    FPA MA Membership Committee & Public Relations Marketing Committee

    FPA MA Membership Committee & Public Relations Marketing Committee

    Meet leaders of the two key committees of FPA MA, the Membership & Public Relations Committees. Brandan Maloy shares insights into the dual role of the PR committee which promotes chapter events & markets FPA MA to prospective members. Benefits of media training are also explained. Inna Rivilis, the current Director of Membership and the 2020 President-Elect, along with Andy Cipro (who will replace Inna as Membership Director in 2020), discuss the activities, priorities, & challenges of their committee.

    • 32 min
    FPA MA Community Outreach - A Veterans' Day Special

    FPA MA Community Outreach - A Veterans' Day Special

    In this Veterans’ Day special podcast, hear all that FPA MA Community Outreach (a.k.a. Pro Bono) Committee is doing not only for the families of men & women in the military, but also for families undergoing cancer treatment at Dana Farber, as well as other programs helping low income families.
    Additionally, John Cooney provides an update on changes in the TSP Thrift Savings Plan, a retirement plan for military and government employees. 

    • 47 min

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