February 29: Wicked Good Membership 101

Join us for Wicked Good Membership 101 on February 29th 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! [maxbutton...

March 13: BCBS Wellness Series: Planning for Medicare

Join FPA NE and BCBS for the first Wellness Wednesday of 2024!  Are you reaching out to your clients as they approach age 65? This is the time many people have questions about Medicare.  When should they enroll, what happens if they continue to work, what are the...

March 19: NexGen Coffee & Networking

Join the FPA NE NexGen for a complimentary cup of coffee, a breakfast treat and networking at Stroll Cafe 15 Portwalk Pl, Portsmouth, NH 03801.  All are welcome, we look forward to connecting. [maxbutton id="1"...

March 20: Wicked Good Half Day Talks

Join us at the Conference Center at Waltham Woods for the first installment of Wicked Good Half Day Talks of 2024. Half Day conference with Happy Hour to follow at the Copper House Tavern.  Featuring Keynote speaker Brendan Frazier, Found of Wired Planning. ...

May 15: Women’s Initiative Joint Spring Networking Reception

Please join: Boston Women in Finance, CFA Society Boston, Massachusetts Society of CPAs, Women in ETFs Boston, Women's Initiative of the Massachusetts Financial Planning Association,  Women in Investing; Networking & Supporting (WINS), and Women Investing in a...

188 – Trailblazing Transparency: Heart of FP Award Winner Greg Friedman

This week, we are joined by #technology #innovator, #author, and 2023 FPA Heart of Financial Planning Award winner Greg Friedman. Greg was at the forefront of the industry's shift to #transparent, non-hierarchical #leadership, and his candid approach to #communication...

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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