May 29: Webinar – Advocate for Your Fee

Join the FPA of New England and Brian Fitzgerald, Senior Investment Consultant, Clark Capital, CFS ®, BFA ™ for Advocate for Your Fee – What Most Financial Advisors Get Wrong About Client Communication. As Financial Advisors, we all know that we need to consistently...

June 5: Wicked Good Succession Summit

This event is for you wherever you are in your career. This full day event will connect firms and advisors while covering what you need to know about successful succession planning. Hear from experts on tax planning, what the current RIA M&A market looks like,...

June 7: Dana Farber Pro Bono Coach Training

Become a Dana-Farber Financial Coach Imagine hearing the words, “You have cancer”.  Now imagine a life full of doctor appointments, numerous tests and fear and wondering if you are going to be ok.  As bad as that all is, imagine losing your job, not being able to pay...

June 11: Women’s Golf Clinic at Granite Links

Women of FPA NE, please join us for an afternoon/evening of one on one golf instruction with a golf pro, followed by cocktails and light fair at Crossing 9s provided by Natalie Hedlund, CIMA, Senior Vice President, Wealth Consultant at Cohen & Steers. This event...

June 13: Multi Chapter Webinar – Taxes, Transfers & Tea Leaves

Join FPA New England for this multi chapter webinar featuring Leslie Geller, Senior Vice President and Wealth Strategist at Capital Group | American Funds for Policy and Planning: Preparing Your HNW Clients for Uncertainty by Taking Action. Over the last several...

June 18: Guy’s Wicked Smahht People Webinar Series

Join us for Guy’s Wicked Smahht People Webinar Series, featuring Jack Wang College Planning and Financial Aid Expert 1 CFP CE pending approval.

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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