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

March 20: Taxes & Tombstones – Estate Planning for a Wicked Smooth Exit

We have a fantastic day of discussions planned! Tricia Smock will dive into the recent changes to MA estate tax laws and will provide crucial insights, especially given how important these laws are for so many of your clients' families and estates. Kate Hufnagel will...

March 26: Xtrackers Webinar – The Case for international Investing & the Currency Hedged Opportunity

Join FPA NE and Xtrackers by DWS for: The Case for International Investing and the Currency Hedged Opportunity . Jason Chen will discuss how international investing unlocks global growth and diversification, but currency fluctuations can impact risk and returns. A...

April 1: Meketa Webinar – Investing in Private Markets

Join FPA NE and Christian McCormick, CFA – Head of Client Portfolio Management at Meketa Capital for Investing in Private Markets. We will cover: What are private markets; how do they compare to public markets? The Benefits of Private Equity Investments and How They...

April 8: Grayscale Crypto Master Class and Market Outlook

Join FPA NE and Grayscale 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 how to advise on crypto, but...

April 16: BCBS Wellness Wednesday: Planning for Medicare

Partnering for Success: Planning for Medicare Guidance for Your Clients Are you reaching out to your clients as they approach age 65? This is the time when many people have questions about Medicare. When should they enroll? What happens if they continue to work? What...

231 – Grandview and Company with Steve Tenney

Hosts Michael Connaughton and Chris Boyd are joined by Steve Tenney, Founder of Grandview and Company. Steve Tenney is the Founder of Grandview & Company. After 26 years as a Senior Portfolio Manager and Senior Vice President at UBS, Steve and his team launched...

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.