September 19: 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: Fall 2024 Policy and Planning Update: Preparing Your HNW Clients for a Year of Uncertainty Over the last...
Read More

September 26: Wicked Good Half Day Talks – Aloft Hotel

Join the FPA New England for Wicked Good Half Day Talks at the Aloft Hotel in Boston, MA. Featuring: Dr. Mary A. Burke, Ryan Barrett, David Gulley and Jennifer Bender. Informal networking and happy hour to follow. Up to 4 CFP CEs pending approval. Agenda 10:00 –...
Read More

October 2: BCBS Wellness Wednesday – Medicare Annual Enrollment Updates

Join FPA NE & BCBS of MA for Wellness Wednesday. Are your clients asking you Medicare Related Questions? It’s Medicare Annual Election Period. Every year, during the open enrollment period from October 15 to December 7, Medicare beneficiaries can change their...
Read More

October 17: Wicked Good Membership 101

Join us for Wicked Good Membership 101 on October 17th at noon. Membership Director Karen Van Voorhis will give an overview of the wide-ranging benefits available to you as a member. Whether you are new to FPA or a seasoned member, this webinar is for you! [maxbutton...
Read More

212 – Bonds vs. Bond Funds- Vanguard with Ted Dinucci

Vanguard Hosts Brad Wright and Chris Boyd are joined by Ted Dinucci, an investment strategist with Vanguard’s Investment Advisory Research Center, the team tasked with creating thought leadership for their intermediary advisory partners across a range of investment,...
Read More

213 – Difficult Conversations

This week we’re talking about Difficult Conversations.  Whether telling clients they don’t have enough and need to get back to work, talking clients through market down turns, or speaking with clients at times of loss, some conversation are more challenging than...
Read More

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.

FPANE Platinum Sponsors