What does it take to help a client who’s grieving? When someone is mourning the loss of a spouse, parent, or other family member or friend, advisors need to provide empathy as well as financial guidance. In episode nine, Robin Young joins the Beyond the Portfolio podcast to discuss her specialization serving women in moments of transition, especially widows, which often brings her face-to-face with clients who are grieving. Learn her advice for how to handle these types of emotional situations by listening here.

In our September webinar we will be discussing thriving and well-being based on healthy routines that support continued experience in five essential areas of life: Purpose and Vocation Community and Social Network Financial Physical Health and Wellness Building Resilience and Handling Challenges

Julie Fortin welcomes Dr. Robin Buckley, Executive Coach and Relationship Strategist, to discuss: The difference between couples therapy and couples coaching Why a business framework is more effective for some couples How it can be applied for success in a relationship

Don't just get into college... get ALL IN. What does this mean exactly? It means mentally, physically, and financially. The advisors at IN College Planning help you take control of the college planning process to "reverse engineer" the best fit for you and your teen.

Life is full of risks. Some life events like retirement, are known, but others may not be as predictable, such as an account breach, caring for an aging parent, or entering a new relationship. On December 9th, 2021 Risk Management Consultant and Founder of Faer Risk Consulting, Jack Faer, joined Kristina George of Northstar Financial Planning to discuss: How to Consider Managing the Following Risks: Data Breaches Cyber Adversities and Hygiene White Collar Prosecutions Weather Disasters Alzheimer’s Dementia Projections Elderly Exploitations Continuity Planning …and How to Connect Non-Financial Risks to the Financial Picture!

Melissa Laverty, owner of the accounting firm Accountability, joined us for our July webinar to discuss the new tax law changes called the "American Rescue Plan" which was enacted in March of this year.