June 11: Women’s Golf Clinic at Granite Links

Women of FPA NE, please join us for an afternoon/evening of one on one golf instruction with a golf pro, followed by cocktails and light fair at Crossing 9s provided by Natalie Hedlund, CIMA, Senior Vice President, Wealth Consultant at Cohen & Steers. This event...

June 13: Multi Chapter Webinar – Taxes, Transfers & Tea Leaves

Join FPA New England for this multi chapter webinar featuring Leslie Geller, Senior Vice President and Wealth Strategist at Capital Group | American Funds for Policy and Planning: Preparing Your HNW Clients for Uncertainty by Taking Action. Over the last several...

June 18: Guy’s Wicked Smahht People Webinar Series

Join us for Guy’s Wicked Smahht People Webinar Series, featuring Jack Wang College Planning and Financial Aid Expert Paying for college - one of the most stressful events for your clients. And can seriously dent your client's financial plans you've helped with....

June 25: Sip & Socialize, Cross Industry Event

MassCPAs invites you to Sip & Socialize with fellow CPAs, lawyers and financial professionals who can help take your career to the next level. We know you’re busy, and this dedicated event will connect experienced professionals from across industries to help spark...

July 11: NexGen Happy Hour, in Portsmouth

All are welcome to join FPA NE NexGen and Jackson Forelli, Partner Account Manager of Human Interest Inc. for drinks, appetizers and networking at The Oar House in Portsmouth, NH. Located in the historic Merchant's Row building at the edge of Portsmouth's old harbor,...

Wicked Pissah Podcast Idol

Our chapter’s Wicked Pissah Podcast is looking for an additional host!   Think you have what it takes to impress our judges? Curiosity Creative ideas on topics & guests that would benefit financial advisors The ability to engage guests in conversation by listening...

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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