June 12: NexGen Topgolf Event – Powered by Harbor Capital

Ready to tee up a great time? Join FPA NE NexGen and Bryan Griffin, CFP®, Regional Investment Consultant – New England at Harbor Capital, for an evening of swings, snacks, and sips at Topgolf in Canton! Whether you're a golf pro or just in it for the laughs, this...

June 18: First Impressions Matter: Onboarding Sparks Growth

Join FPA New England & John is the co-founder of Overvue. Onboarding is more than just paperwork. It’s your chance to make a lasting impression. When the process is designed with the client in mind, it becomes an experience worth sharing. Join our webinar to learn...

June 24: 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 experienced professionals from across industries to help spark...

249 – What you need to know about Reverse Mortgages with Stephen Pepe

On this episode of the Wicked Pissah Podcast, we are joined by Stephen Pepe of Longbridge Financial, LLC, where he is a top producing Loan Officer, Reverse Mortgage Consultant and industry expert in reverse mortgages.   Steve shares with us his expertise in the...

248 – Reassuring Clients About Social Security – with Marcia Mantell

Reassuring Clients About Social Security – with Marcia Mantell On this episode, Kathleen and Kevin speak with Social Security and retirement planning expert Marcia Mantell to talk about how clients’ anxiety about Social Security has changed over the last few months....

247 – Federal Employee Retirement Benefits Explained: Insights from Micah Shilanski, CFP®

If you’ve seen the news this year, you know why we wanted to talk about this topic.  Whether DOGE layoffs or early retirements or concerns about future job security, Federal employees may be looking to financial advisors for counsel.  To help you be better prepared we...

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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