News and Events Monday March 19, 2018 NAPFA Northeast/Mid-Atlantic Symposium at Bentley University: Economic Outlook, Dimensional Global Investor Survey, Tax Cuts & Jobs Act.
Friday September 15, 2017 FPA MA at Wellington Management in Boston: Current Global Economic & Equity Markets Update, Divorce Financial Planning, Social Media Strategies to Share Content and Value Proposition.
Thursday June 7, 2017 Northeast/Mid-Atlantic NAPFA Symposium at Bentley University: Measuring Optimal Value for Business Owners, Quantifying Advisor Alpha (Vanguard Study), Succession Planning.
Monday May 8, 2017 FPA MA Annual Meeting held at Babson College in Wellesley, MA. Economic update from CFN, update on technology advancements that will change the way we live, communicate, and how data can be used to help seniors, and a thought provoking discussion on ethical issues and case studies facing financial planning practitioners.
Friday December 2, 2016 FPA MA half day meeting at the Double Tree North Shore Hotel in Danvers. The workshop topics included: Wealth Management Industry Progression, Needs of Serving Baby Boomers nearing retirement, Tax Planning for Stock Options and Employer Stock Plans, DOL Panel discussion on the upcoming fiduciary obligation for managing retirement accounts, and a reivew of HR concerns for Small Business Owners.
Wednesday November 9, 2016 Portfolio Construction Institute presented by Fidelity Investments. Strategists presented theory on business cycle stages as it relates to tactical adjustments to portfolio allocation and review of the pitfalls of taking on too much risk with various bond assets classes, alternative investments, and smart beta.
Wednesday June 8, 2016 NAPFA Northeast/Mid-Atlantic Symposium at Bentley University in Waltham. The all-day conference covered topics in Cybersecurity, Advisor Compliance, Economic Updates, Quality of Life Issues for Aging in Place.
Tuesday June 16, 2015 NAPFA Northeast/Mid-Atlantic Symposium at Bentley University in Waltham. The all-day conference covered in-depth financial planning topics ranging from Wealth Planning Objectives & Strategies for Corporate Executives, Effecive Communication of Investment Principles, and planning considerations for Continuing Care Retirement Communities.
Thursday March 19, 2015 RICE (Registration Inspections, Compliance and Examinations) Conference sponsored by the Massachusetts Division of Securities. RICE reviews all applications for registration of broker-dealers, agents, investment advisers, and investment adviser representatives and performs inspections of broker-dealers and investment advisers to ensure compliance with the requirements of the Massachusetts Uniform Securities Act and Rules.
Tuesday June 3, 2014 NAPFA Northeast Symposium at Bentley University in Waltham covering Medicare planning, a presentation from Analytics Group Performance Trust on fixed income investment strategies with a view on the taxable and tax-exempt marketplace reviewing risk/reward choices for fixed income investing using dynamic analysis rather than just yield and duration.
Saturday May 17, 2014 Kim volunteered as a Money Mentor at The Money Conference at Everett High School; an event sponsored by MA State Treasurer Steven Grossman to provide financial empowerment for individuals and families. The event provides financial education with workshops on Saving for College, Home Ownership, Budgeting & Financial Planning, Identity Theft Prevention, and how to prepare for Retirement.
Wednesday May 14, 2014 FPA of Massachusetts(TM) Annual Conference in Norwood, MA. Economists and investment strategists discuss topics in finance including Eric Rosengren, President and CEO of the Federal Reserve Bank of Boston as a keynote speaker, the author of the “Pursuit of Happyness,” Chris Gardner. Mr. Gardner shared his inspiring story in pursuit of the American dream while struggling with homelessness as a single parent. His passionate and emotional speech gave all audience members a renewed sense of purpose and a poignant start to the day.
Thursday May 16, 2013 FPA of Massachusetts (TM) Annual Meeting Norwood, MA. The all day event covered an array of financial areas including economics, tax planning, medicare issues, and alternative investment strategy topics. The keynote speaker, Dr. Stephanie Kelton, gave a thought-provoking lecture challenging classical macroeconomic theory regarding expansionary monetary policy, budget deficits, and inflation. Her talk reminded us of the misconceptions that can be created from media hype and how politics often gets in the way of prudent long-term economic well-being.
Thursday June 28, 2012 U.S. Department of Labor Roundtable: Retirement Security and Financial Literacy for Women. This event was hosted by The Department of Labor Women's Bureau & The Employee Benefits Security Administration at the John F. Kennedy Federal Building in Boston. Participating in the roundtable was Michael L. Davis, Deputy Assistant Secretary for the Employee Benefits Security Administration (EBSA). EBSA is committed to educating and assisting the 140 million Americans covered by more than 707,000 private retirement plans, 2.5 million health plans, and similar numbers of other welfare benefit plans holding over $6 trillion in assets; as well as plan sponsors and members of the employee benefits community. Balancing proactive enforcement with compliance assistance, EBSA helps all workers better understand and exercise their rights under the law and, when possible, to recover any benefits to which they may be entitled.
Tuesday June 5, 2012 NAPFA North East Regional Symposium held at Bentley University. The workshop covered Risk-based Asset Allocation & Volatility Strategies, Portfolio Strategies for Investing in a Low Rate Environment, and Estate Planning Techniques.