September 8, 2017
Simon has an in-depth discussion with Shannon McNulty, CFP® who is both an estate attorney and a CERTIFIED FINANCIAL PLANNER™ about estate planning. Who needs it most? Why? Where does the financial planner fit in the process? What do you need to think about when selecting your "team" (guardians, executor, trustee, health care proxy)? And that always confusing question; where should I keep my will?
July 2, 2017
In the first episode, Simon Brady, CFP® talks with the current president of the FPA New York, Anthea Perkinson CFP®, about the mission of the chapter and its role both in promoting financial literacy among the public and acting as a resource for its members, both personal financial planners and allied professionals from other fields of expertise.
July 2, 2017
In this episode, Simon speaks with Ross Karp, founder and CEO of 3P Insurance Services, about how financial advisors and independent insurance specialists can partner together to best serve the life and disability insurance needs of clients in an unconflicted and impartial manner that seeks out the best value policies from multiple insurance carriers and what the process is for determining the amount of coverage required.