October 6: Half Day In-Person Event in Portland, ME

Half Day in Portland, ME at the Portland Regency and Spa Join us for a great day of presentations with up to 4 CFP Ce's Year End Tax Planning  with Experts from Baker Newman Noyes Is 70 the New 60? Understanding the Retirement Revolution with Steve Benjamin of SIT...

October 25: Women’s Golf Clinic at Granite Links

Harbor Capital will host an afternoon/evening of one on one golf instruction with a golf pro, followed by cocktails and light fair at Crossing 9s. Join us for a fun afternoon. This event is free for our women members. This event will take place from 2:30Pm to 4:00PM....

October 26: Taxes, Transfers and Tea Leaves: HNW Estate Planning Techniques

Join Jeff Brooks, Wealth Strategist with Capital Group/American Funds Wednesday, October 26th from 12-1PM for Taxes, Transfers and Tea Leaves.  The focus of this webinar is HNW Estate Planning Techniques in use today. QSBS QOZ CRT ING [maxbutton id="1"...

October 27: BCBS Wellness Series: PDP Blue MedicareRx

Learn about Blue MedicareRX plans which are standalone prescription drug plans offered by Blue Cross Blue Shield of Massachusetts. These plans give members the flexibility, service, and support that they need in a Medicare Part D plan. [maxbutton id="1"...

Save the date: November 9th: Gala with a Goal

November 9th, 2022 from 6PM to 9PM Fourth Annual Gala with a Goal at the Boston Winery, 26 Ericsson Street, Dorchester We will be joined by former New England Patriots three-time Super Bowl-winning offensive guard Joe Andruzzi and his wife Jen. This year the Dana...

Episode 128 – Dennis Moore & Patrick Mahoney, Title Protection for CFPs

The Financial Planning Association® is examining a multi year effort to have title protection for Certified Financial Planners. Considering the merits and challenges in this discussion with 2022 FPA President, Dennis Moore, CFP®, and CEO and Secretary of the FPA,...

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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