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Divorce Planning - Panel Discussion

Wicked Pissah Podcast

Release Date: 08/02/2020

Glenn Frank - TimeMoneyAndJoy.com show art Glenn Frank - TimeMoneyAndJoy.com

Wicked Pissah Podcast

Glenn Frank tells about his professional experience, helping to create the Bentley "Masters of Personal Financial Planning" program, while also building a successful financial planning practice.  Throughout it all, Glenn has been helping clients prioritize the use of time & money to focus on joy.  TimeMoneyAndJoy.com, shares numerous useful resources.

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Inna Rivillis - 2020 FPA MA President-Elect show art Inna Rivillis - 2020 FPA MA President-Elect

Wicked Pissah Podcast

Inna Rivilis, the 2020 FPA MA Presiden-Elect, joins host Chris Boyd to share priorities of the chapter and her vision for next year. Learn about Inna’s personal and professional journey leading her from Ukraine to US citizenship and to leadership of FPA MA.

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Skip Schweiss - 2020 FPA President-Elect show art Skip Schweiss - 2020 FPA President-Elect

Wicked Pissah Podcast

Skip Schweiss, 2020 President-Elect of the Financial Planning Association discusses a variety of subjects: FPA CEO search, the custodian landscape, public policy issues facing planners & investors, 2020 election impact, why aren’t more advisors serving retirement plans, serving the underserved, his 2021 priorities & vision.

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Coronavirus - How are you marketing your business? show art Coronavirus - How are you marketing your business?

Wicked Pissah Podcast

Hindsight may be 20-20, but no one would have had the foresight to know what challenges of 2020. This is especially true in marketing for financial advisors. In this episode, Dave McPherson & Misty Lynch join host Chris Boyd to share how they are marketing and the impact of the Coronavirus. From Podcast, Blogs, Videos, & Social Media, to Newsletters, COI’s and the tried and true, hear what’s working for these financial professionals. Members, share your thoughts on FPAConnect in the FPA MA community.

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Technology Impacting Planners - Knudge & Robos show art Technology Impacting Planners - Knudge & Robos

Wicked Pissah Podcast

This week we focus on technology. First, Chris interviews Shaun Erickson (FPA MA Advocacy Director) & Dave Connolly, creators of Knudge, the new program for financial advisors. Learn about the inspiration and process of moving the program from concept to market.

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Elder Planning Specialist Program - Bob Mauterstock, CFP® & Annalee Kruger show art Elder Planning Specialist Program - Bob Mauterstock, CFP® & Annalee Kruger

Wicked Pissah Podcast

In our 50th episode Bob Mauterstock and Annalee Kruger tell us about the Elder Planning Specialist program curriculum they’ve devised intended to aid financial advisors to stand out and gain the expertise needed to become a leader in this new field of longevity planners. For those considering an area of specialty in working with older retirees, get ideas of the issues to consider as you develop your expertise.  

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Funding College - Julie Shields-Rutyna, Dir. of College Planning @ MEFA show art Funding College - Julie Shields-Rutyna, Dir. of College Planning @ MEFA

Wicked Pissah Podcast

From 529 Plan savings for young children to loans for college students, in this week’s episode host Chris Boyd speaks with Julie Shields-Rutyna, Dir. of College Planning at MEFA about all aspects of paying for college.  Suitable for professionals or the public, this is content about college savings which can help.

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Divorce Planning - Panel Discussion show art Divorce Planning - Panel Discussion

Wicked Pissah Podcast

In times of Coronavirus, will divorces increase due to more time together? Learn about the challenges and benefits of working with clients going through divorce. Our esteemed panel discusses how to approach the needs of those going through divorce in a holistic manner. Whether Collaborative law, mediation, or litigation, hear about the possibilities. Panel includes Gina Arons, Psy.D., Atty. David Kellem, & Chris Chen, CFP® CDFA. Kristin Beane co-hosts with Chris Boyd.

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Implicit Bias with Rachel Goldman show art Implicit Bias with Rachel Goldman

Wicked Pissah Podcast

As the Financial Planning Association of Massachusetts takes up questions of race, diversity, equity, and inclusion, we sit down with Rachel Goldman, presenter and facilitator for an event for members on August 5th. Learn more in this conversation co-hosted this week by Andy Cipro, FPA MA Membership Director, and host Chris Boyd.

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"The Power of Going Virtual" with Russell Investments' Cory Christiana

Wicked Pissah Podcast

Cory Christiana of Russell Investments joins host Chris Boyd as they discuss The Power of Going Virtual.  In the midst of the pandemic, our industry has rapidly embraced virtual meetings, but will this become a permanent tool for the future? Learn suggestions for best practices and how to best plan your virtual meetings to connect, be efficient, and effective.  Cory offers numerous great suggestions for advisor’s consideration.

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More Episodes

In times of Coronavirus, will divorces increase due to more time together?  Learn about the challenges and benefits of working with clients going through divorce.  Our esteemed panel discusses how to approach the needs of those going through divorce in a holistic manner.  Whether Collaborative law, mediation, or litigation, hear about the possibilities.  Panel includes Gina Arons, Psy.D., Atty. David Kellem, & Chris Chen, CFP® CDFA. Kristin Beane co-hosts with Chris Boyd.

Chris Chen shares insights for financial professionals focusing their practice around clients going through divorce.

Gina Arons, Psy.D. (Psychologist, Collaborative Law Coach, Mediator), Lincoln, MA 781-259-3434 | ginaarons@gmail.com | www.drginaarons.com

 Chris Chen, CFP® CDFA, Insight Financial Strategists, Newton, MA                         781-489-3014 | bostonfinancialplanner@gmail.com | http://insightfinancialstrategists.com/

Atty. David Kellem – Divorce Attorney & Mediator, Hingham                                              781.304.4001 | dkellem@kellemlawgroup.com | https://www.kellemlawgroup.com/