Financial Planning Association of New England | Fostering the value of financial planning and advancing the financial planning profession in the Bay State

June 2: Dana Farber Pro Bono Coach Training

Become a Dana-Farber Financial Coach Imagine hearing the words, “You have cancer”. Now imagine a life full of doctor appointments, numerous tests and fear and wondering if you are going to be ok. As bad as that all is, imagine losing your job, not being able to pay...

June 7: Women’s Golf Clinic at Granite Links

FPA of New England with host an afternoon/evening of one on one golf instruction with a golf pro, followed by cocktails and light fair at Crossing 9s. This event will take place from 3:30Pm to 5:00PM. [maxbutton id="1"...

June 15: Membership 101 Webinar

Join us for Membership 101 June 15th 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 id="1"...

June 21: Income Lab – Understanding Client Experiences with Spending Adjustments in Retirement

Justin Fitzpatrick, Co-Founder of Income Lab will discuss: Understanding client experiences with spending adjustments in retirement. Advisors and researchers have long commented on the need to adjust spending (up or down) through retirement to accommodate changing...

June 28: 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 you with like-minded professionals to help spark new leads and...

154 – Ginnie Baker, Beaird Harris Wealth Management

We are joined by Ginnie Baker, CFP®, Partner of Beaird Harris Wealth Management and head of the FPA® Advisory Council, to discuss what the role of the Advisory Council is, its importance, and how it’s impacting the Financial Planning Association® going forward....

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.