Alexandra Zendrian

Are you woefully unprepared for retirement and in Gen X? Watch @fpassociation Live with @BenLewisPR, @KerryHannon and @JannaHerron #retirement #retirementplanning #GenX

Sometimes it's about finding how each partner learns whether that's a whiteboard or an Excel sheet, notes Doug Boneparth via @fpassociation #financialplanning #maritalfinancialplanning #couplesfinancialplanning

What inspired Heather & Doug Boneparth to review couples' relationships and how that's impacted by money called Money Together was their own dynamic that attached worth and money. domoneytogether.com #moneytogether

Couples shouldn't feel like both members need to actively manage the finances in the same way, but they should both be at the table and at least somewhat engaged, explains Heather Boneparth via @fpassociation

.@fpassociation will be featuring Doug & Heather Boneparth discussing couples and money issues via FPA Live with @BenLewisPR #financialplanning #couplesmoney #marriageandmoney

Agentic AI is where the value comes from #AI says @mattreiner via @fpassociation Live. #financialplanning #financialadvisor #financialplanningAI #financialadvisorAI

Expect multiple videos on the same #AI tool and how it can be used in different ways explains @mattreiner via @fpassociation Live re: FPAi Authority. #financialplanning #financialadvisor #financialadvisorAI

The demos @mattreiner will be doing as part of @fpassociation's FPAi Authority will be done in real-time showing pros and cons, issues, etc. #AI #financialadvisor #financialplanning #fintech

.@mattreiner encourages #financialplanners to come to @fpassociation's four national conferences where he'll be speaking about #AI with plenty of questions. He adds it's important for the industry to talk about, question and rethink how we work. #financialadvisor #FintechNews

.@mattreiner hopes the @fpassociation FPAi Authority will help advisors become more comfortable with #AI and become more human in their client interactions. #financialplanning #financialadvisor #fintech #financialadvisorAI

"AI is our greatest friend and we need to adopt it," says @mattreiner via @fpassociation re: FPAi Authority & #AI in #financialplanning #financialadvisor #financialadvisorAI

"If we take the time to learn by doing with these tools, there are really compliant, safe ways to use these tools," says @mattreiner via @fpassociation Live re: financial advisors using #AI #financialadvisor #financialplanning #fintech #financialplannerAI

"I never feel satisfied with where we are; I'm always looking at where we need to be," says @mattreiner via @fpassociation Live which also relates to the state of AI in financial advice. #fintech #AI #financialadvisorAI

You can find FPAi Authority here: financialplanningassociation.org/practice-suppo…. @BenLewisPR chats with @mattreiner via @fpassociation Live. #AI #financialadvisor #financialplanning

"We want to take a timeless approach" when it comes to the markets says @brwnjst via @nysetv with @KristenScholer #oilandgasexecutives #investments #InvestmentStrategy

"Will investors be rewarded for investing in public markets outside of S&P 500?" says @brwnjst via @nysetv with @KristenScholer. Investors have been rewarded for diversified, international #investments #InvestmentStrategy

"Are we going to have a fourth straight year of overwhelming prices," says @brwnjst via @nysetv with @KristenScholer. There's also been a lot of M&A. "There will continue to be a focus on health of balance sheets." #oilandgas #investments

This could have a charitable impact as well notes @brwnjst.

"One thing that's going to impact a lot of individuals is the SALT changes," says @brwnjst via @nysetv with @KristenScholer. Those making under $500,000 a year don't need to be capped at $10,000 in state and local taxes. #taxes #SALT

@danielcrosby @orionwealthtech I hope the move goes well. Wishing you continued success, health and happiness!

Personal news: My family and I will be moving from GA to join the @orionwealthtech team in Lehi, UT! I'm excited to continue to build out the BeFi and practice management offering at Orion, and work more closely with our team members and advisors in UT. See you soon, @swigdrinks.