Give Back This Holiday Season

This time of year we’re typically planning our year-end Gala for A Goal Fundraiser to support Dana Farber and Military Families during the holidays. Due to the high cost of event space this year, your Board of Directors has decided to make direct donations from our...

Happy Holidays

We at FPA of New England wish you a joyful Holiday Season.

December 7: FPA NE Annual Town Hall

Join us for the FPA NE Annual Town Hall Meeting from 12PM - 1PM which includes the 2024 Board Slate presentation, 2023 year in review and looking ahead to 2024. The election of the board and officers will be held during the Virtual Annual Meeting/Town Hall. If...

December 13: Real Estate Tax Strategies

Join FPA NE and Cantor Fitzgerald Asset Management for Real Estate Tax Strategies. 1031s | DSTs | 721s | Opportunity Zones. 1 CFP CE Pending Approval [maxbutton id="1" url="http://events.constantcontact.com/register/event?llr=au7b66cab&oeidk=a07ek4n2rjibe86b655"...

January 11: Membership 101 Webinar

Learn. Connect. Lead. Join us for Membership 101 on January 11th 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!...

177 – Beyond Finance: Planning for your life in Retirement

Beyond Finance: Planning for Your Life In Retirement Host Chris Boyd, CFP® is joined by Jennifer Simes, CFP®, long time FPA member who suggested today’s topic and guests.  Nan Ives & Lisa Stornaielo share the challenges of retirement beyond finances.  In 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 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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