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Saturday, May 16, 2015 @10am
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Our Guest:
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Phil Harriman
Partner,
Chartered Financial Consultant
Lebel & Harriman
Succession Planning –
In March of 1983, Mike and Phil formally organized Lebel & Harriman, LLP as a Maine-based partnership. They also made a profession leading decision to transition away from representing manufacturers of financial products, creating an independent investment and insurance firm representing the client.
Meanwhile, the financial industry began to see the merging of banks, insurance companies and stock brokerage firms. Recognizing the financial planning profession was rapidly becoming more complicated and because Lebel & Harriman’s growing clientele was becoming more sophisticated, Mike and Phil prepared for the future by organizing areas of specialty within the firm.
By the 1990s, many institutions began to realize they were not equipped to develop from scratch the expertise needed to serve clients with multiple needs and therefore began acquiring. Lebel & Harriman resisted attempts to be acquired by institutional suitors. Rather, Mike and Phil chose to develop into a boutique firm by attracting talented individuals from these ever-changing institutions who wanted to focus on meeting and exceeding individual client needs one-on-one. Laurie Reed and Rebecca Burchill joined the firm to fulfill their professional desires and Lebel & Harriman’s vision.
In 1999, Lebel & Harriman, LLP began a comprehensive search to find a top-notch broker dealer. This exhaustive due diligence process concluded in 2001 with Lebel & Harriman’s decision to become a member firm of ValMark Securities, Inc. Larry J. Rybka, Esq., CFP® is the second generation family member to operate ValMark Securities, Inc, which was founded by his father in the early 1960s.
In 2002, Michelle Romano joined Lebel & Harriman to focus exclusively on the individual investment needs of the firm’s clients, rounding out our vision of a multi-dimensional financial planning firm.
Today, Lebel & Harriman, LLP has three integrated disciplines led by: Laurie M. Reed, Partner and Managing Director of Retirement Plans, Rebecca A. Burchill, Managing Director of Insurance and Annuities, and Michelle M. Romano, Managing Director of Investments.
This unique combination of professional talent positions Lebel & Harriman, LLP as the premier financial planning firm throughout New England and beyond.
This depth of expertise and experience enables Mike to serve clients in all phases of retirement accumulation and distribution. He is nationally recognized as leading the Baby Boomer Generation into a financially dignified retirement. Phil is nationally recognized in the field of business succession planning, wealth management and estate planning. Both partners have served the financial planning profession on a national scale and are sought around America for their ability to meet the needs of clients seeking financial and legacy planning.
Saturday, May 9, 2015 @10am
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Our Guest:
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Katy Tynan
Managing Partner
Mind Bridge Partners
Free Agent: The Independent Professional’s Roadmap to Self-Employment Success –
Katy Tynan is the author of practical guides to career transitions, as well as a speaker and consultant in how work is evolving. She advises organizations on how to leverage the free agent workforce and integrate independent professionals with internal teams.
Katy is an expert in how the employer/employee relationship is changing, and how individuals, businesses, and educational institutions need to adapt to the evolving landscape of work. Over her 20 year career in IT and operations consulting, Katy has advised hundreds of organizations on how to find practical, sustainable solutions leveraging technology and human capital for competitive advantage.
Katy has been part of multiple successful startup exits including Winphoria Networks (acquired by Motorola in 2003) and Thrive Networks (acquired by Staples in 2007). In 2013, Katy founded MindBridge Partners to provide strategic advice and guidance to organizations and educational institutions as they manage through business model transitions and organizational growth. Katy is the author of Survive Your Promotion! The 90 Day Success Plan for New Managers, and her most recent book Free Agent: The Independent Professionals Roadmap to Self-Employment Success. When shes not working, Katy can be found traveling, kayaking, sailing, or reading. Katy, her son, and her dog live near Boston, Massachusetts, and she is a proud graduate of UMass Amherst.
Saturday, May 2, 2015 @10am
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Our Guest:
 Patrick Lynch
President
The Frontier Group
Corporate Divorce –
As President since 2010, Pat leads The Frontier Group on strategy, client service, innovation, and business development. He is responsible for driving growth and strategic partnerships.He also is directly involved in many of the outplacement, career coaching, assessment tool implementation and executive coaching programs.
Prior to purchasing The Frontier Group in 2010, Pat had a 25-year consumer products marketing career with such companies as Georgia Pacific, Kao Brands, Kraft, HON and Neenah Paper.
In addition to his responsibilities at The Frontier Group, he is also on the board of Special Pops – a tennis-based non-profit for the mentally challenged. Pat is also active in several faith-based career ministries in the Atlanta area along with several youth based mentoring programs through the Atlanta SHRM chapter.
Pat has an MBA in Marketing from Michigan State and BA in Secondary Education from The University of Michigan.
Saturday, April 25, 2015 @10am
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Our Guest:
 Laura Lobovich
Chief Executive Officer
The Career Strategy Group
100 Conversations for Career Success –
With job search management expertise as an award-winning career innovator and résumé writer, master networker, and Fortune 500 corporate insider with flagship firms such as The Walt Disney Company and America Online, Laura M. Labovich is often affectionately referred to in the media as “a job seeker’s best friend.”
As Chief Executive Officer of The Career Strategy Group (www.thecareerstrategygroup.com), a boutique career management, outplacement firm, and Lincolnshire company, headquartered in Bethesda, MD, Laura’s contagious enthusiasm and powerful methodology make the perfect recipe for getting job seekers unstuck in their job search. Laura and her team at The Career Strategy Group empower job seekers to develop proactive, targeted job search marketing plans that increase momentum and achieve breakthrough results. Laura is known for saying that she was “born and raised professionally at Disney.
After receiving her first promotion out of her polyester costume, she recruited nationwide for the highly competitive Walt Disney World College Program, led the recreation recruiting and staffing efforts for both Disney’s Typhoon Lagoon and Disney’s Blizzard Beach water parks, and staffed up Disney’s Animal Kingdom for its inaugural launch. At America Online, she developed and launched AOL’s college internship program, hiring more than 100 MBA interns in its first year, and coached hundreds of employees – from entry-level to executive – on how to fit in, stand out, and move up in the company and in their careers. Laura’s national job search expertise, passionate delivery, and easy-to-implement approach has garnered attention from such national news media as The Washington Post, Sirius XM Radio, Fox 5 (DC), NBC 6 (Miami), U.S. News and World Report, USA Today, Chicago Tribune, Yahoo, and Monster.com, to name a few. And as a former amateur nightclub singer, she certainly knows how to tackle, inspire, and entertain a tough crowd.
Laura is the co-author of the book 100 Conversations for Career Success: Learn to Network, Cold-Call and Tweet Your Way to Your Dream Job (LearningExpress, 2012), a book about “what to say and how to say it” in your job search, a 2013 top career book selection by FORBES. Laura is also the author of the newly launched job search course through Pearson Workforce Development, HIRED! The Ultimate Job Search Course, a 40+ hour online self-paced course that teaches job seekers how to land a job faster!
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