August 9&10 Free CE Week: Powered by our Partners

Join us for this free, virtual, members only event.  There will be up to 7 CFP CE's applied for! This event is powered by: American Funds/Capital Group, Blue Cross Blue Shield, G&N Insurance, LongBridge, Markin Asset Management, Mortgage Network and PLAN RI &...

August 17: Reverse Mortgages: How to Leverage Home Equity for a More Secure Retirement

Join Wade Pfau, Ph.D., CFA, RICP®, Professor of Retirement Income at The American College of Financial Services and Jerry Auippa, Senior Account Executive at Longbridge Financial, for an informative session on the value of leveraging home equity for more secure...

August 17: NexGen Cross Industry Networking Event

The Financial Planning Association of New England NexGen group has teamed up with the Massachusetts Society of CPAs, the Boston Estate Planning Council and Trusts and Estates Consortium to host its sixth annual inter-organizational networking event!  Join us on the...

Episode 121 – Steven Ryder, True North Networks, Inc.

Steven Ryder, Founder of True North Networks, Inc. joins host Brad Wright to talk about current cybersecurity threats, SEC Audits, whether your VPN is good enough, and why you must use multifactor authentication, even though it’s super annoying. He’ll guide you in...

Episode 122 – Amy Mariani, Mariani Mediation Services, LLC

We are joined by employment, business and personal injury mediator, and owner of Mariani Mediation Services, LLC, Amy Mariani, JD. We hear about when it makes sense to try mediation instead of litigation to resolve conflicts in business and personal matters, saving...

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 the Bay State. 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® MA 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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