FPA’s “participatory governance” has had one year with the establishment of the OneFPA Advisory Council.  Byrke Sestok, CFP® & Kris Tower, CFP®, AIF®, the 2020 & 2021 Chairs of the OneFPA Advisory Council Executive Committee, respectively, share successes and plans of the AC.

https://www.financialplanningassociation.org/about/committees/workgroups

Byrke Sestok:

[email protected]

https://www.rightirementwp.com

Facebook

@byrke.sestok, @rightirement

@FPAGHV

LinkedIn

@byrkesestok

Twitter

@byrkesestok, @rightirement_WP

@FPAGHV

Kris Tower:

[email protected] 

https://www.americanportfoliosdenver.com

Facebook

@kris.tower.3, @americanportfoliosdenver (?)

@FPAColorado

LinkedIn

@kristowercfp,  @american-portfolios

Twitter

@DenverTower

Chris Boyd:

[email protected]

https://www.AMRfinancial.com

FB:        @Asset-Management-Resources-LLC-127731740611374

Twitter:        @SMoreChrisBoyd, @AssetMgmtRsrcs

LinkedIn:    @j-christopher-boyd-cfp®-b932169, @asset-managment-resources-llc

FB:        @FPAMASS

LinkedIn:    @financial-planning-association-of-massachusetts

Twitter:        @FPA_MA

FPA FB:    @FinancialPlanningAssociation

FPA LinkedIn: @financial-planning-association

FPA Twitter:    @fpassociation

Bill Harris RMA®, CFP®, author of “Inheriting Your Spouse’s IRA: The Widow’s Guide to Keeping More of Her Assets”, founder of WHCornerstone Investments (www.whcornerstone.com) and past president of the FPA MA, joins host Chris Boyd to discuss Bill’s new book.  It is a resource for investors and advisors in considering challenging issues widows face in dealing with their IRA’s and is written in an accessible manner.  Bill shares why he wrote the book, how he went about it (with tips for advisors considering writing a book for a relatively modest expense), how he is using the book in his practice & his marketing.  Listen in to this practical discussion for insights in spouses inheriting IRAs and for marketing yourself as an expert.  

https://www.amazon.com/Inheriting-Your-Spouses-IRA-Keeping/dp/B08N3JG27K/ref=sr_1_1_nodl?dchild=1&keywords=inheriting+your+spouses+ira&qid=1607692585&sr=8-1

[email protected]

Meet Lucia Reed, the Director of the chapter’s newly created Diversity Equity & Inclusion committee.  Lucia shares her personal experience with focus on concerns for social justice, how she came to financial planning, concerns for the racial wealth gap, and the initial plans for the committee which seeks to coordinate priorities with the other chapter committees.

LinkedIn:     @lucia-reed-32532750

Bob Powell is one busy individual. He is on the ground floor of a streaming financial channel, FinStream.TV. Some content he creates, but much is contributed by advisors for not only FinStream, but also The Street’s Retirement Daily, & Retirement Management Journal. Additionally, he hosts podcasts for the Investment & Wealth Institute’s “The Exceptional Advisor Podcast” & Callaway Climate Insights podcast. In addition, Bob is one of the founders of the Elder Planning Specialist program. Listen about great resources & opportunities with Bob Powell.

Elder Planning Specialist Program: 

https://plan4lifenow.com/

finStream.tv: 

www.finstream.tv (Also on Roku and Apple TV)

Retirement Management Journal: https://investmentsandwealth.org/publications/retirement-management-journal

Exceptional Advisor podcast: https://content.investmentsandwealth.org/investments-wealth-institute-podcasts

Callaway Climate Insight: 

https://www.callawayclimateinsights.com/

Retirement Daily: 

https://www.retirementdaily.net

Retirement Management Advisor: 

https://investmentsandwealth.org/rma

Social Media

Twitter:     @rjpiii

LinkedIn:     @powellrobert

Get to know Stuart H. Armstrong, II, CFP®, a pioneer in financial planning within the LGBTQ+ community.  Since the height of the AIDS epidemic in the mid-1980’s, Stuart has focused on serving the LGBTQ+ community and addressing their changing planning needs as society has recognized and accepted gay marriage. From his work with Pride Planners & other organizations, to the FPA Diversity Committee, to the FPA Board of Directors, and now the Center for Financial Planning, Stuart has been actively serving financial planners, the LGBTQ+ community, and his clients for more than thirty years.

This week the FPA announced the selection of a new CEO, Patrick Mahoney. In this podcast, we meet Patrick and 2021 FPA President-Elect, Dennis Moore, CFP®, MBA.  Current FPA President, Martin Seay, PhD, CFP® also returns, as host Chris Boyd asks questions about the health and future of FPA.  Opportunities and Challenges are discussed from financials to membership, from staffing at Denver’s HQ to the FPA “value proposition”. Listen in and get a glimpse of the future of FPA. 

As we move to the end of 2020, it’s time to start thinking about Planning for 2021.  Mike Byrnes of Byrnes Consulting and the FPA Coaches Corner returns to the podcast to help listeners consider how best to market their services in the months and year ahead.  Discussed are use of video and social media marketing, digital advertising, webinars and in-person events, developing referral from clients, centers of influence, & more.  Get ideas for how you plan for the coming year and right away.

Thinking of your business succession plan, or possibly wanting to coordinate something with your employer?  In this podcast, which is a rebroadcast of a recent virtual meeting of the Cape Cod Practice Group, Michaela Herlihy of Beacon Financial Planning of Cape Cod, Inc. (https://www.beaconfinancialplanningcapecod.com/) shares her own experience in the purchase of her firm with help in the presentation from Atty. Jim Callahan (https://atkinscallahan.com/), who gave her counsel throughout the process. Get practical suggestions for consideration in your own planning.

FPA’s 2020 President-Elect, Skip Schweiss, shares insights into potential tax policy implications of a Biden administration.  From Personal Tax Rates, Capital Gains, to Corporate Tax Rates and more.  Skip discusses his observations as expressed in his article in Financial Planning Magazine (https://www.financial-planning.com/opinion/election-2020-financial-policy-implications-for-advisors-and-clients). 

In a far ranging discussion, Karen Van Voorhis, CFP®, FPA MA’s Director of the Women’s Committee, discusses women’s issues in our industry. From the numbers of women in the profession to use of language in a gender-neutral setting to the benefits of small groups supporting one another.  Karen Looks ahead to the future and shares some marketing tips.