Financial Planning | Ballentine Partners

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Jake Northrup discusses adding a “mini-retirement” to your financial plan with TheStreet

07/02/2018

Investment Advisor Jake Northrup, CFP®, was featured in an article by TheStreet on how to plan for a mini-retirement without derailing your financial plan.

FPA Career Night with Ballentine Partners

11/03/2017

On November 8, Brian C. Kelleher, CFP®, will be a featured panelist on pursuing a career in financial planning at the Financial Planning Association of Massachusetts’ Financial Planning Career Night at Boston University.

FPA Annual Conference: Brian Kelleher on cultivating a meaningful mentorship

09/29/2017

On Monday, October 2, Wealth Planner Brian C. Kelleher will be presenting a session at the 2017 Financial Planning Association Annual Conference in Nashville, TN.

Roy Ballentine, CLU, ChFC, CFP®, insurance

Speaking Engagement: FPA of Northern New England Breakfast

04/20/2017

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 in April.

Leah M. Warren, CFP®, Financial Advisor, Financial Planning Industry

Speaking Engagement: What the Financial Services Industry Really Thinks About Hiring, Advising and Promoting Millennial Women, Leah Warren

04/28/2016

Leah Warren, Senior Client Advisor, spoke at Bentley University on a panel discussing millennial women in the financial planning industry.

Speaking Engagement: Women in the Financial Planning Industry

12/23/2014

Leah Warren was a featured panelist at Bentley University’s panel, speaking with, and about, women in the financial planning industry.