Wicked Good Half-Day Talks Season Pass

Get your Wicked Good Half-Day Talks Season Pass Today and save $99! The Verve Hotel, Natick, MA - 3/31/23 Bedford Village Inn, Bedford, NH - 5/18/23 MFS Offices, Boston, MA - 9/13/23 York Harbor Inn, York, ME - 10/5/23 [maxbutton id="1"...

FPA Member Title Protection Town Halls

Join us for FPA Member Title Protection Town Halls | Financial Planning Association.  Chose from three sessions. FPA Member Town Hall on Title Protection: February 21, 2023 [maxbutton id="1"...

Feb 27: Mortgage Monday with Donna McKeown

Mortgage Monday is back!  Join Donna McKeown for a current market update.

Exclusive FPA Multi-Chapter Webinar

Before, During, and After: Addressing a Client’s Cognitive Incapacity Financial professionals are often in a prime position to detect cognitive impairment in their clients, but they frequently struggle to know what to do in response. When and how should they address...

Wicked Good Half-Day Talks

Join us for the first installment of Wicked Good Half-Day Talks in Natick, MA at the Verve Hotel. Up to 4 CFP CEs.  Presentations will run from 8AM to 1:30PM.  Boxed lunch with be provided, grab and go or stay and network! Featuring: • Cynthia Haddad, CFP®, ChSNC® •...

Episode 140 – Julie Fortin, Northstar Financial Planning

Host Jeff Tomaneng, CFP®, is joined by 2021 FPA Montgomery-Warschauer Award winner Julie Fortin, CFP®, FBS®, CeFT®. Julie is a partner and wealth advisor with Northstar Financial Planning, a financial life planning and wealth management firm dedicated to helping women...

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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