Whether you’re an employer looking for talent or a student exploring a new career path, the Financial Planning Career Night event is for you.

Jennifer Moran, CFP®, and FPA–MA president, along with Carolynn Tomin, CFP® and BU program director, will introduce the panelists.

6:00 to 6:30         Check in & Networking at BU’s Metcalf Trustee Center

6:30                        Introductions: Carolynn Tomin, CFP®, BU Program Director

6:30 to 7:45         Panel Presentation/ Q&A

7:45 to 9:00         Networking

lan Ioffredo, CFP ®  ALENA Wealth LLC

Mike Orentlich, CFP®, CLUC, ChFCC, CASLC, AEPC Orentlich Financial Services, LLC

Jim Smith, CFP®  Morgan Stanley Wealth Management

Stephanie Lynne, CFP® Bay Financial Associates, LLC

Phuong Luong, CFP® Just Wealth

Jake Northrup, CFP® Ballentine Partners, LLC

Companies in attendance at this years event will be Ballentine Partners, Carl P. Sherr, Lincoln Investments, Morgan Stanley, Newfound Associates, O’Brien Wealth Management and Prudence Financial Inc.


If you want to have an employer table at the event, please email admin@fpama.org.

If you want to attend the event, please register at www.fpama.org/symposia