Jul 19, 2023
In this episode host Belle Osvath, CFP® talks with Angela Baker a Realtor with LPT Realty. Angela is an attorney and CFP® holder and has spent over 30 years helping clients as a financial advisor but made a recent shift to focus on helping people navigate major life transitions when real estate has to be sold.
Apr 17, 2023
In this episode host Belle Osvath,CFP® talks with Jeremy Keil CFP®, CFA, CIMA®, CLTC®, ChFC®, CLU®, RICP® the founder of Keil Financial Partners and the host and writer for the Retirement Revealed podcast and blog. Jeremy talks about the process of motivational interviewing and how it can help you guide...
Mar 6, 2023
In this episode host Belle Osvath, CFP® talks with Jake Northrup, CFP®, CFA, CSLP® the founder of Experience Your Wealth, LLC an RIA firm catering to younger families that like to travel. Jake talks about his experience opening an RIA and some of the strategy behind his decisions.
Feb 27, 2023
In this episode host, Belle Osvath, CFP® conducts an interview with Dr. Carolyn McClanahan, M.D., CFP® and Dr. Moira Somers who offer insight about the role of the financial planner before, during and after a client’s cognitive decline.
Episode Links:
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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