Financial Planning Association of New England | Fostering the value of financial planning and advancing the financial planning profession in the Bay State

2024 Application for FPA New England Volunteer Service Board & Committees

The FPA of New England is seeking volunteers to serve on a committee and accepting applications for board positions. Register by September 25th, 2023. Benefits to volunteering and serving this organization: in no particular order... Build a stronger professional...

October 5: Wicked Good Half-Day Talks: York, ME

Join us for the 4th installment of Wicked Good Half-Day Talks at The York Harbor Inn, in beautiful York, ME. We will have 3 presentation with up to 3.5 CFP CE's. Breakfast and lunch will be served. 10:00 to 10:30 Registration 10:30 to 12:00 Sarah Newcomb,...

October 12: The Mass DOR is planning a rude surprise for your clients. What you can do about it.

Join Guy Ziriak Sales Vice President at Northeast Brokerage and William F. Coyne, Jr. Estate Planning Attorney with Boston Legacy Planning as they discuss The Mass DOR is planning a rude surprise for your clients. What you can do about it. The Massachusetts Department...

October 16: BCBS Wellness Series: Are your clients asking you Medicare Related Questions

It’s Medicare Annual Election Period. Every year, during the open enrollment period from October 15 to December 7, Medicare beneficiaries can change their Medicare plan for the following year. It’s always a good idea for Medicare beneficiaries to re-look at their...

October 18: Emerging Leaders Early Bird Networking

We welcome all Emerging Leaders to join us at Tradesman Coffee Shop and Lounge on October 18, 2023, for a morning of complimentary beverages and the opportunity to network with fellow financial professionals from CFA Society Boston, the Massachusetts Society of CPAs,...

October 25: Membership 101 Webinar

Join us for Membership 101 on October 25th 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 id="1"...

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.