FPA NE To Be Honored for Exceptional Pro Bono Financial Planning Programming

FPA of New England is recognized as the 2024 Power of Financial Planning Award winner. DENVER (July 17, 2024) – The Financial Planning Association® (FPA®) and the Foundation for Financial Planning (FFP) are pleased to announce the FPA of New England as the recipient...
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August 8: NexGen Presents Build Your Client Service Team

Join us at Lily's Bar - Pizza - Patio, 33 Batterymarch St, Boston, MA 02110 for an engaging and collaborative event: 'Build Your Client Service Team.' Designed to bring together a diverse background of service professionals including financial planners, estate...
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August 13th & 14th: Reserve your spot today Free Virtual CE Days

Reserve your spot today for Free Virtual CE Days!  Powered by our partners and including ethics.  This event is free to members. Agenda* subject to change Day 1 – Tuesday, August 13th 12:00PM – 1:00PM Helping Business Owners Retain Their Top Talent Using Executive...
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206 – Setting Charitable Intentions with Erinn Andrews of The Give Team

Education, food insecurity, climate change, humanitarian and disaster relief… There are countless  causes and more than a million and a half charities in the US looking for support. We all have limited time and resources, so how do you possibly decide which...
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207 – Michael Connaughton – Lead Advisor

Hosts Brad Wright and Kathleen Kenealy are joined by Michael Connaughton. Mike is co-founder of Lead Advisor, a wealth management collective that specializes in building firms, practices and careers. They provide creative perspective, time leverage and industry...
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208 – Financial Education with NE Chapter President Marybeth Breed & Mass State Treasurer Deborah Goldberg

Kathleen speaks with FPA of New England chapter President Marybeth Breed and Massachusetts State Treasurer Deborah Goldberg about the various initiatives Treasurer Goldberg has worked on to promote financial education across the Commonwealth of Massachusetts. We learn...
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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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