November 29: BCBS Wellness Series: Medicare Advantage (Part C)

Learn how Blue Cross Blue Shield of Massachusetts Medicare Advantage (Part C) plans provide additional coverage at a low monthly premium. These plans feature the simplicity of a single plan and cover medical, hospital, and prescription costs. [maxbutton id="1"...

November 29: Women’s Initiative Join Holiday Networking Reception

Attention Ladies of FPA NE,  join women from the  Mass Society of CPAs, the CFA Society of Boston, Boston Women in Finance, Women in ETFs, Women in Investing, Networking and Supporting and more for an inter-association women's event on Wednesday, November 29th at...

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...

174 – Helping Women Become More Financially Confident – Purse Strings

Hosts Brad Wright and Kathleen Kenealy are joined by Purse Strings founders Dr. Barb Provost and her daughter Maggie Nielsen, MBA. They discuss: What led Barb and Maggie to found a financial services organization for women How the gender wealth pay gap impacts women’s...

175 – Marketing advice to stand out – Kristen Luke of Kaleido Creative Studio

Kathleen and Jeff speak with advisor marketing thought leader and author Kristen Luke of Kaleido Creative Studio. Kaleido Creative Studio is a marketing agency that helps Registered Investment Advisors market themselves to a niche, making it easier for them to stand...

176 – Adjustment-Based Income Planning, During Retirement with Income Lab Co-Founder Johnny Poulsen

Hosts Brad Wright and Jeff Tomaneng are joined by Income Lab co-founder Johnny Poulsen, CFP®. They discuss: Whether or not advisors have been looking at retirement distributions the wrong way What Guardrails are and how they can help a retiree remain on track How...

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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