Jan 30, 2023
Host Belle Osvath, CFP® interviews Kelly McNerney, CFP® the current President of the FPA NCA Board of Directors. Kelly provides an update on some changes that are going on in our chapter.
Questions for Kelly? Contact her at: kmcnerney@ceritypartners.com
FPA NCA News & Events: fpanca.org
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Jan 16, 2023
In this episode host Belle Osvath, CFP® interviews economist Dr. David Kelly for his take on what’s in store for the coming year. He talks about the possibility recession, where he sees the Federal Reserve going with rates and where there may be some opportunities in the market. He also talks about what...
Jan 2, 2023
In this episode, host Belle Osvath, CFP®, interviews Marcia Mantell a speaker and author who helps advisors increase their knowledge of complex retirement concepts and regulations. She is the President of Mantell Retirement Consulting, which partners with advisors and their firms to help them support their clients...