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Financial Kickoff

01:04:00

Jan 27, 2021 05:49 PM

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Speakers

Brandon Copeland
Athlete, Motivational Speaker, and Financial Professor
While many recognize this 8-year NFL veteran for his prowess on the football field, others know him as an Ivy League professor, financial education consultant, philanthropist, or real estate developer. As a graduate of the University of Pennsylvaniaʼs Wharton School of Business, Brandon developed a passion for personal finance – which he delivers to Penn students through his own course, “Life 101”. Copeland has also shared his financial acumen with countless others as a member of CNBC’s Financial Wellness Council and a contributing editor for Kiplinger’s Personal Finance. In 2020, Copeland received the Alan Page Community Service Award for extraordinary dedication to service, social justice, and equality. Ending the year on a high note, he was named to the 2021 Forbes 30 Under 30 list, highlighting the brightest young innovators across a variety of industries, and was awarded the NFLPA’s Community MVP. Brandon embodies the “More Than An Athlete” mantra through his work experience.
Katie MacDonald, CFP®, CRPC®, CDFA™
Financial Advisor @MacDonald Wealth Management
Katie received a Bachelor of Science degree from Bridgewater State University and received her certificate in Financial Planning from Boston University. She started her financial career in 2000. She has held many different positions in financial firms and is able to use her background to provide a well-rounded experience for her clients. Katie offers a personal approach with her clients, building relationships that make her clients comfortable to recommend her to friends and family. She prides herself on her work ethic and strict moral standard. Katie holds many designations making her knowledgeable and educated in the financial field. She is a Certified Financial Planner Professional (CFP), Chartered Retirement Planning Counselor, and was the recipient of the Anthony Farma Financial Planning Association of MA scholarship. Katie resides in Taunton and is a devoted philanthropist. She gives back to her community by fundraising for local charities.