Financial Planning Association of Massachusetts

01/18/2022

Wicked Pissah Podcast features Vanessa Baez Oligino with Absolute Engagement. Vanessa shares with hosts Chris Boyd & Jeffrey N. Tomaneng - Financial Planner practice management and communication tips to start the year off strong and how she and her team help advisory firms design and implement a meaningful voice in their client engagement strategy.

In this episode, Vanessa Oligino joins us from Absolute Engagement. Vanessa shares with our listeners some practice management and communication tips to start the year off strong and how she and her team help advisory firms design and implement a meaningful voice in their client engagement strategy....

09/25/2021

Great article Kathleen Kenealy!

It’s uncanny how the principles of yoga apply to financial success. Here are five elements of yoga that are particularly useful for personal wealth.

09/24/2021

Past Present Future Leadership

FPA MA’s Wicked Pissah Podcast host’s Chris Boyd and Jeffrey N. Tomaneng with Asset Management Resources, LLC interview our FPA MA's all star executive team.

President Inna Rivilis shares with us what they're doing to improve value proposition to members and partners and how their chapter is delivering content, programs, and continuing education.

Chairman Brad Wright discusses board governance, including leadership transition and mentoring, and member benefits, including Wicked Cool Talks (WCT), member spotlight, and volunteer opportunities.

President-Elect Shaun Erickson shares his vision for the upcoming year on how the Massachusetts chapter will survey members and continue to improve organization processes.
Wicked Cool Talks (WCT) is the FPA MA's upcoming virtual conference taking place September 29-October 1.
Register here: https://www.fpama.org/.../wicked-cool-talks-virtual.../
https://wickedpissahpodcast.libsyn.com/episode-85-fpa-ma...

The Wicked Pissah Podcast, brought to you by the Financial Planning Association of Massachusetts (FPA MA), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers f...

09/22/2021

Congratulations Dan Galli! We are appreciative of your local leadership and look forward to your national service!

We are pleased to announce James Lee, CFP, has been elected the 2022 FPA President-elect! Read the full press release to learn about James, our 2022 FPA Treasurer Claudia Cypher Kane, Karen McDade being elected to a fourth year on the FPA Board of Directors, and those joining the Board next year, including Crystal Alford-Cooper, Daniel Galli, and Byrke Sestok. https://bit.ly/3CvAFVa

08/20/2021

Michael Townsend with Charles Schwab Joins WPP hosts Chris Boyd and Jeffrey N. Tomaneng - Financial Planner with Asset Management Resources, LLC to discuss what's happening in Washington, DC and how that may impact portfolios.

Topics included impending volatility around extending the Debt Ceiling, 2022 government budget & continuing resolutions, risk of government shut down, the Infrastructure bill, and what some might call "the kitchen sink" bill for everything else.

Additionally, Mike shares his take on what's most likely to pass for tax policy changes. Whether about the SEC, ESG, or Crypto, Mike has insights about the legislative and regulator climate.

https://wickedpissahpodcast.libsyn.com/episode-82-michael-townsend-charles-schwab-washingtonwise-investor

Michael Townsend joins WPP to update listeners on what's happening in Washington, DC and how that may impact portfolios.  Included in our discussion are: impending volatility around extending the Debt Ceiling, 2022 government budget & continuing resolutions, risk of government shut down, th...

07/02/2021

Financial Planning Association of Massachusetts recently launched a new Member Spotlight program to feature our members and their businesses, activities and accomplishments, community involvement, and more! Today we spotlight Kristen Heller CSRIC, Financial Advisor, of Baystate Financial discussing the best financial advice she ever got, as well as the best life advice she ever got.

As for financial advice, Kristen says, "Sound advice from my mom: For every raise you ever get, take a portion and put it into savings, whether it's for retirement or a big purchase like a house. You won't miss the money and you get a leg up on your goals."
As for life advice, she adds, "I don't remember who told me this, but someone told me to travel the world when I was in college. I did a year abroad in Greece, and the lessons I learned there forever shaped my mind and my relationships."

Thank you to Kristen for being a valuable member of the FPA MA community! Learn more about Kristen and Baystate Financial at https://www.linkedin.com/in/krisheller/



If you are interested in being spotlighted.. click here: https://docs.google.com/.../1FAIpQLScjZVJnV8h1Dx.../viewform

06/29/2021

Wicked Pissah Podcast : Episode 79 - Emily Shull, Me Myself and Money, Money Relationship Coaching

Emily Shull of Me Myself and Money joins us this episode to share how Money Relationship Coaching can help financial planning clients get to the root of their money issues. We hear about irrational decisions, personal vows, conversation starters, and mental blocks regarding personal finance. Join us...

06/16/2021

Wicked Pissah Podcast : Jeff Tomaneng - Fireside Chat w Tom Lester

In this episode, Tom Lester of Hines speaks with Jeff Tomaneng to share his thoughts and his outlook on commercial real estate. We'll hear about working from home and how it affects commercial office space, apartment homes, the hotel sector, and malls and retail real estate.  Tom Hines, Regional Di...

06/03/2021

This week, we welcome Steve Wershing, CFP® of The Client Driven Practice. Steve is the author of "Stop Asking For Referrals" & co-host of the Becoming Referable podcast. Learn how to build your and how it can help you grow your Financial Advisory business. Define your niche & clearly express their challenges.

www.theclientdrivenpractice.com
www.becomingreferable.com


-Management-Resources-LLC-127731740611374

This week, we welcome Steve Wershing, CFP® of The Client Driven Practice. Steve is the author of Stop Asking For Referrals & co-host of the Becoming Referable podcast. Learn how to build your brand and how it can help you grow your Financial Advisory business. Define your niche & clearly express th...

05/26/2021

Board Chairs for both FPA Northern New England (Jami Bisson of People's United Advisors) and FPA Massachusetts (Brad Wright of Launch Financial Planning, LLC) share the big news as they announce the merging of the chapters. Jami and Brad share plans for the combined entity, logistical considerations, and invite members of both chapters to a webinar Q&A to learn more. You can also win a prize if you suggest a new name!

Board Chairs for both FPA Northern New England (Jami Bisson of People's United Advisors) and FPA Massachusetts (Brad Wright of Launch Financial Planning, LLC) share the big news as they announce the merging of the chapters.  Jami and Brad share plans for the combined entity, logistical consideratio...

05/11/2021

Wicked Pissah Podcast : Episode 75 - Insurance Strategies: SECURE Act & LTC - Kim Furnald

Chris Boyd & Jeff Tomaneng hear from Kim Furnald about the applications of insurance (no pun intended). As a life & health broker, Kim shares her story, and useful tips for how to overcome the tax consequences from the SECURE Act’s move from a lifetime stretch out to a 10-Year distribution require...

05/10/2021

Financial Planning Association of Massachusetts recently launched a new Member Spotlight program to feature our members and their businesses, activities and accomplishments, community involvement, and more!
Today we spotlight Ashley Wheeler Ott of Vantage Point Financial, LLC. While Vantage Point is based in Boston, Ashley lives bi-coastal and works out of her Seattle office for half of the year.
Ashley was recently featured as a “Valiant Woman of Commonwealth” as part of the Commonwealth Financial Network , a profile discussing her people-oriented path to success: : https://www.commonwealth.com/insights/valiant-women-of-commonwealth-ashley-otts-people-oriented-path-to-success

Vantage Point is an independent financial planning and wealth management firm, and during the pandemic and the new age of Zoom we’re living in, Ashley has started holding regular “Wine, Cheese, and Finance 101” evenings with clients and prospects, plus friends and family. Learn more about Ashley and Vantage Point at https://www.vantagepointfinancial.com/