by Kristin Beane | Sep 14, 2023 | Home Page Features, Webinars & Events
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...
by Kristin Beane | Sep 13, 2023 | Home Page Features, Webinars & Events, Wicked Good Half-Day Talks
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...
by Kristin Beane | Sep 12, 2023 | Community News, FPANE News, Home Page Features, Webinars & Events
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...
by Kristin Beane | Sep 11, 2023 | Community News, FPANE News, Home Page Features, Webinars & Events
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...
by Kristin Beane | Sep 10, 2023 | Community News, FPANE News, Home Page Features, Webinars & Events
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,...
