FPA NE To Be Honored for Exceptional Pro Bono Financial Planning Programming

FPA of New England is recognized as the 2024 Power of Financial Planning Award winner. DENVER (July 17, 2024) – The Financial Planning Association® (FPA®) and the Foundation for Financial Planning (FFP) are pleased to announce the FPA of New England as the recipient...

August 8: NexGen Presents Build Your Client Service Team

Join us at Lily's Bar - Pizza - Patio, 33 Batterymarch St, Boston, MA 02110 for an engaging and collaborative event: 'Build Your Client Service Team.' Designed to bring together a diverse background of service professionals including financial planners, estate...

August 13th & 14th: Save The Dates for Free Virtual CE Days

Save the dates for Free Virtual CE Days!  Powered by our partners and including ethics.  This event is free to members. Tuesday, August 13th from 12PM - 5PM (Ethics will be on 8/13) and Wednesday, August 14th from 9AM - 1PM  

200 – Life Planning with George Kinder

The Wicked Pissah Podcast is celebrating it's 200th episode!  For our 200th episode, we are joined by the legendary George Kinder, best known for creating the Registered Life Planner designation and curriculum through the Kinder Institute of Life Planning.  George is...

201 – Estate Management and Legacy Building with Vanilla’s Jim Sinai

Host Brad Wright is joined by Jim Sinai. Jim is Chief Marketing Officer at Vanilla, The Estate Advisory Platform, designed to transform how wealth advisors help their clients manage their estate and build their legacy. Jim is a seasoned cloud executive and experienced...

202 – Recession? Commodities? Deficit? Mike Arone – State Street Global Advisors

Hosts Brad Wright and Kathleen Kenealy are joined by Mike Arone. Mike Arone is Managing Director and Chief Investment Strategist for State Street Global Advisors US Intermediary Business Group. Michael is a highly regarded speaker at industry conferences and is the...

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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