March 24: Exclusive FPA Multi-Chapter Webinar

Before, During, and After: Addressing a Client’s Cognitive Incapacity Financial professionals are often in a prime position to detect cognitive impairment in their clients, but they frequently struggle to know what to do in response. When and how should they address...

Wicked Good Half-Day Talks

Join us for the first installment of Wicked Good Half-Day Talks in Natick, MA at the Verve Hotel. Up to 4 CFP CEs.  Presentations will run from 8AM to 1:30PM.  Boxed lunch with be provided, grab and go or stay and network! Featuring: • Cynthia Haddad, CFP®, ChSNC® •...

April 12: NexGen Harbor Happy Hour

You’re invited to join us for a NexGen Happy Hour connection on Wednesday, April 12th from 5-7pm, courtesy of our 2023 NexGen sponsor, Harbor Capital Advisors. This event is FREE to FPA NE members and will be held at the Fin Point Oyster Bar + Grille in Boston....
Thrivent Asset Management

May 2: Small & Mid-Cap Investing with Thrivent

Join Kelsea Sullivan, CIMA®, Regional Hybrid Investment Consultant – North East of Thrivent Asset Management as she discusses: Top-Class Small- & Mid-Cap suite of funds Benefits for your clients' portfolios Recent developments in the markets Receive Client Market...

May 11: NexGen – Speed Networking

The FPA of New England NexGen group has designed an innovative networking experience that is a spin-off of the speed dating concept, except it’s made specifically for financial planning professionals!  This is an in person event at Boston University. This is a...

Episode 146 – Shawn Jacobson, Northrock Partners

We are joined by 2022 FPA Heart of Financial Planning Award winner Shawn Jacobson. Shawn is an Advisor at Northrock Partners where he leverages over 20 years of impactful and meaningful client relationships, Shawn continues to deliver extensive education and advice in...

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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