February 5: Women’s Initiative Joint Networking/lunch & learn

When it comes to networking - BWF believes the more the merrier and we hold a variety of events over the year.  Our networking /lunch & learn events are held in Boston and are open to our members and to non-members.  They start at 11:30 a.m. with networking from...

February 12: NexGen Coffee & Networking

Join the FPA NE NexGen for a complimentary cup of coffee, a breakfast treat and networking at The Works in downtown Portsmouth, NH. All are welcome, we look forward to connecting. [maxbutton id="1" url="https://lp.constantcontactpages.com/ev/reg/udggywm"...

February 12: BCBS Wellness Wednesday: Planning for Medicare

Join FPA NE and BCBS for the first Wellness Wednesday of 2025! Partnering for Success: Planning for Medicare Guidance for Your Clients Are you reaching out to your clients as they approach age 65? This is the time when many people have questions about Medicare. When...
Northeast Brokerage

February 26: Guy’s Wicked Smahht People Webinar Series

Join us for Guy’s Wicked Smahht People Webinar Series: Planning for your client’s long-term care needs and how Life/LTC Hybrid policies can help In this program we will be discussing how LTC costs can affect your client’s financial plan. We will cover how Hybrid...

March 20: Taxes & Tombstones – Estate Planning for a Wicked Smooth Exit

Join us for our first Wicked Good Half Day Talks of 2025.  We have a fantastic day of discussions planned! Tricia Smock will dive into the recent changes to MA estate tax laws and will provide crucial insights, especially given how important these laws are for so many...

230 – FPA-NE 2025 Chapter Leaders: Sam Gough & Abe Ringer

Hosts Brad Wright and Kathleen Kenealy are joined by Sam Gough and Abe Ringer. Sam is the 2025 incoming FPA-NE Chapter President and Abe will be President-Elect (2026 President). When not volunteering to run our chapter, Sam is a Senior Client Advisor with...

About the Financial Planning Association of New England

Since the year 2000, the FPA® NE has sought to foster the value of financial planning and advance the financial planning profession in New England. Our 900 members are dedicated to the financial planning process, which entails establishing personal and financial goals and creating a way to reach them. FPA® NE believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP® certificant.

Many FPA® NE members engage in philanthropic pro bono work in their communities. They also recommend legislation, elevate public awareness, promote financial literacy, and advocate for sound economic and tax policies. We welcome all those who advance the financial planning process and promote the CFP® mark as the cornerstone of the financial planning profession.

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