Speaking Engagement: FPA of Northern New England Breakfast

Ballentine Partners’ Executive Chairman and Founder, Roy Ballentine, CLU, ChFC, CFP®, was the featured speaker for a sold-out crowd at an FPA of Northern New England educational breakfast on April 20, 2017. He presented “Best Laid Plans…What Could Go Wrong”, a session on what planners can do to expand their thinking about how the financial plans they create will be used.

Roy is the Executive Chairman and Founder of the firm. Roy dedicates his time to thought leadership, strategic oversight of client engagements, and coaching and training our team members. Learn more about Roy Ballentine.

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Speaking Engagement: FPA of Northern New England Breakfast

Recent Insights

Q2 2024 Market Review: Higher interest rates should cool the consumer. If only it were so simple.

Michael Chimento speaking on panel at Private Wealth New England Forum in Boston

Senior Impact Investing Manager Julie Pulda attending Confluence Philanthropy’s Climate Solutions Summit