October 30: NexGen Event Navigating the Financial Future: Career Insights & Networking

All are welcome to join the FPA NE NexGen for Navigating the Financial Future: Career Insights & Networking. Are you ready to explore the dynamic world of financial services? Join us at Bentley University for an exclusive opportunity to gain insights from seasoned...

November 6: Webinar – Grayscale Crypto Master Class

Join FPA NE & Zach Pandl, Grayscale Head of Research for Crypto Master Class. The introduction of crypto ETPs have given investors access to a new assets class. Given this expanded market, it is no longer a question of if financial professionals need to understand...

November 19: Wicked Good Half Day Talks – York, ME

Join the FPA New England for Wicked Good Half Day Talks at the Union Bluff, York ME. The focus of the day will be Love & Money. Up to 4 CFP CEs pending approval. Featuring: Cath Capelli, Family Formation Attorney – talking about family formations, focusing on how...

Dec 4: Women’s Initiative Joint Winter Networking Reception

Please join CFA Society Boston, Boston Women in Finance, Women in ETFs Boston, Women in Investing; Network & Supporting, and Women Investing for a Sustainable Economy, Women's Initiative of the Massachusetts Financial Planning Association, and Massachusetts...

217 – Chuck Failla: Sovereign Advisor Solutions + goRIA

Hosts Brad Wright and Mike Connaughton are joined by Chuck Failla. Chuck is Founder + CEO of Sovereign Financial Group in Stamford, CT. as well as Director of Sovereign Advisor Solutions.  Chuck moved from the independent broker-dealer side of the business to the...

218 – Donna McKeown – Mortgages & Interest rate movement

In this episode our guest is Donna McKeown of Movement Mortgage. The discussion starts by considering the recent change in the Fed Funds Rate and what impact it has had on the current interest rate environment.  We discuss what moves Mortgage rates. Donna shared 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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