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ARCHIVES
2003 |
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| November
22, 2003 - Michelle Conlon, CPA, CFP a financial advisor
with UBS Financial Services in Boston presented at the Boston
Money Conference for Women - November 1, 2003 - the workshop
'Basics of Investing' and the workshop 'Planning for Retirement'
at the Springfield Money Conference for Women on November 22,
2003. |
| November
13, 2003 – FPA
Board Member Guest on CNNfn - Marc Freedman, CFP®,
appeared on CNNfn on Friday, Nov. 21, to discuss how to tell
if you should take early retirement. This is the second consecutive
week that a member of FPA's board of directors has appeared
on the cable network. |
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From left to
right: Dave Yeske, CFP®, FPA National President; Linda
Homsey, CFP®, FPA of MA Co-Director of Membership; Deb
Neiman, CFP®, FPA of MA President-Elect and Public Relations
Director; and Steve Athanassie,
CFP®, FPA Leadership Conference Task Force.
FPA
MA Chapter Recognition Award
The FPA
MA was recognized at FPA's 2003 Leadership Conference for
attaining the Gold Level of achievement in FPA's Chapter Recognition
Program. In 2002, the chapter was also recognized for attaining
the Gold Level of achievement.
The chapter
was honored for its achievement and effort in:
- Leadership
succession
- Financial
management
- Membership
acquisition and retention
- Public
relations
- Strategic
planning
- Continuing
education
- Promotion
of the CFP® mark
- Technology
To qualify
for the Gold Level of achievement, the chapter submitted a
detailed narrative of extraordinary achievement in membership
marketing, education, public relations, administration and
leadership or government relations. In addition, the chapter
provided 15 hours of continuing education, implemented a career
path program to develop and support future CFP professionals,
and reached out to other financial service professionals,
such as accountants and attorneys, regarding membership.
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| November
13, 2003 – Gary Sullivan, CPA/PFS, CFP®
was featured in an article in the investment section of the
Wall Street Journal on November 5, 2003. The article
was titled, "One Way to Buy a Property: Take Over the Existing
Loan." Mr. Sullivan spoke as a specialist on investments,
particularly on real estate. |
| October
1, 2003 – FPA of MA Member Charles Sullivan
completed an FPA Residency Program in conjunction with The American
College, on August 22, 2003. The FPA Residency Program is an
intense, week-long program where the Residents learn how to
"be" financial planners. Congratulation on your accomplishment.
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| August,
2003 – FPA of MA Members Marion Gilman, Jean Fullerton,
and Katie Weigel completed an FPA Residency Program in conjunction
with The American College, on July 18, 2003. The FPA Residency
Program is an intense, week-long program where the Residents
learn how to "be" financial planners. Congratulation
on your accomplishment. |
| July
28, 2003 - Peak Financial Management is pleased to announce
that Pran Tiku will appear (from Boston) in a live interview
on CNNfn at 5:00 p.m. tonight, Monday, July 28. The interview
will be conducted from New York. The topic of the viewer-call-in
interview will be "Retirement Savings Concerns"
About
the show: Pran Tiku will be talking about saving for retirement
while trying to make ends meet. He'll also be taking viewers
calls and questions on financial planning.
Please
go to to : http://money.cnn.com/ontv/yourmoney/
for more show specifics.
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| Couple
wants funds to retire early - July 6, 2003
- Boston Herald/www.businesstoday.com
- Money solution by Dave Moran, CFP®, with Fieldstone
Financial Management Group in Boston |
| The
Lion in Winter - May 1, 2003 - Financial
Planning /www.financial-planning.com
Dan Galli, CFP®, Boston 128 Companies Inc., was quoted
along with a photo, in the May, 2003 issue of Financial Planning
in an article titled "The Lion in Winter" by Richard
Koreto. The article dealt with mutual fund expenses. |
| Student
interest rates set to plunge - May 27, 2003 -
Boston
Globe - The generous interest rate environment is about
to benefit a huge class of cash-strapped borrowers that could
really use help: college students and new graduates. Member,
Kathy Dollard comments on paying for college. |
| Organization,
business debt hurt savings: Retirement, tuition down road
- May 11, 2003 Boston Herald/www.businesstoday.com
- Money solution by Deb Maloy, CFP®, with Maloy Financial
Services in Wakefield- The profile was a young couple with 3
children and a stay-at-home mom, dad rehabbing properties in
the Midwest. Although the family now has significant assets,
they have no retirement plans in place, no life or disability
insurance on the dad, no college savings, no estate documents,
and the dad is funding the real estate acquisitions and improvements
with revolving credit card debt at Home Depot and bank cards
(18-20% interest). Deb Maloy to the rescue. |
| Hands-off
investing is no strategy - May 11, 2003
- Boston Herald/www.businesstoday.com
- Money solution by Dave Moran, CFP®, with Fieldstone
Financial Management Group in Boston - Retirement planning is
the challenge for Diane and Paul. Investing strategy, the couple
says, isn't their forte, and they need a hand to make sure they're
doing the right things with their savings. |
| May
8, 2003 - Steve Wightman, CFP®, a Lexington-based, fee-only
financial planning professional with Wightman Financial Network,
LLC, has earned his Certified College Planning Specialist (CCPS)
designation from the National Institute of Certified College
Planners. Read
more about this. |
| May
1, 2003 – FPA of MA Members Joyce Mills, Pat Morris,
Ianka Tocheva and Will Touret completed an FPA Residency
Program in conjunction with The American College, on August
16, 2002. The FPA Residency Program is an intense, week-long
program where the Residents learn how to "be" financial
planners. Congratulation Joyce, Pat, Ianka, and Will on your
accomplishment. |
| May
1, 2003 – Rick Fingerman, CFP® of Financial Planning
Solutions, Inc in Medford, MA was recently featured in the May
1, 2003 Issue of Bottom Line Personal |
| May
2003 - Steve Wightman, CFP®, comments on financial resources
on the Internet in the Boston Globe article "Financial
Resources abound on Web" by Ross Kerber. Read
more about this. |
| "Manage
the Essentials of Self-Employment" - May 2003
- Women's
Business (Boston) - Dianne H. Webster, CFP®,
Integrated Financial Strategies - Self-employment
is considered an attractive possibility by many career-oriented
professionals. The flexibility and challenge of working as a
consultant may be enticing after several years in a corporate
environment, and can offer significant financial rewards. Working
for yourself, however, isn't just another job - it's a way of
life. The article outlines several personal and financial issues
to consider before striking out on your own. |
| Safety
net: Eight ways to survive and thrive in today's economy
– April 24, 2003 – Parents
and Kids a section of Townonline.com – Dazed and confused
from a stock market gone bust, rising unemployment numbers,
the sluggish economy, and ongoing terror alerts? You're not
alone. To help guide you through these uncertain economic times,
two Certified Financial Planners and Fee-Only Financial Advisors,
Barbara Nevils, CFP®, (www.nevilsfinancial.com)
of Lynnfield and Kathleen Dollard, CFP®, (www.nashobafinancialplanning.com)
of Boxborough, offer eight money moves for you to make now. |
| Downsized
but not out
- April 2003 - Real
Simple magazine - Cheryl Costa, a fee-only financial
planner with Family Financial Architects, in Natick, Massachusetts
was the featured Financial Advisor in this article about a couple
who both lost their jobs. |
| March
23, 2003 - Steve Wightman, CFP®, financial adviser and
Gulf War veteran, discusses the financial issues military families
may face in Metro West News article "Amid war, military
families tap financial resources" by Craig M. Douglas.
Read
more about this. |
| Should
War Affect Your Investing Strategy? What Investors Can Learn
From History – March 20, 2003 – www.fidelity.com
– Roy Komack, president of Family Financial Architects
in Natick, Massachusetts was quoted in this article by Rick
Sauder. |
| Ten
Tips for a Healthier Financial Future - March 5-18,
2003 - Susan Burns, CFP®, President of FPA of MA and
founder and president of Snug Harbor Financial Planning, Inc.,
and Rick Fingerman, CFP® of Financial Planning Solutions,
Inc in Medford, MA were quoted in this article published by
The Improper
Bostonian. |
| Look
on the Bright Side - March 2003 - Ray Julian, CFP®,
Compass Securities Inc., was quoted in this article published
by Bloomberg
Wealth Manager.
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| February
16, 2003 - Susan Burns, CFP®, President of FPA
of MA and founder and president of Snug Harbor Financial Planning,
Inc., was on WBIX Business 1060 AM on the show called "Straight
Talk - You and Your Money" hosted by member Nan Sabel.
Susan and Nan discussed what you should look for in a financial
planner, how you can find one, and the upcoming Boston Globe
Money Matters Conference. |
Women
in Financial Planning: 'A Natural Fit'
-February 2003 - Susan Burns, CFP®, Snug Harbor
Financial Planning, Inc., was featured in theFebruary 2003 edition
of the Journal
of Financial Planning article on women in financial
planning by Catherine Newton. |
| Single
income poses challenge to savins goals - couple should focus
on their futures - January 5, 2003 Boston
Herald/www.businesstoday.com
- Money solution by Al Wroblewski, CFP® |
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