by Kristin Beane | Mar 20, 2023 | FPANE News, Home Page Features, Webinars & Events
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...
by Kristin Beane | Mar 19, 2023 | FPANE News, Home Page Features, Webinars & Events
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® •...
by Kristin Beane | Mar 17, 2023 | Community News, FPANE News, Home Page Features, Webinars & Events
You’re invited to join us for a NexGen Happy Hour connection on Wednesday, April 12th from 5-7pm, courtesy of our 2023 NexGen sponsor, Harbor Capital Advisors. This event is FREE to FPA NE members and will be held at the Fin Point Oyster Bar + Grille in Boston....
by Kristin Beane | Mar 16, 2023 | FPANE News, Home Page Features, Member News, Webinars & Events
Join Kelsea Sullivan, CIMA®, Regional Hybrid Investment Consultant – North East of Thrivent Asset Management as she discusses: Top-Class Small- & Mid-Cap suite of funds Benefits for your clients’ portfolios Recent developments in the markets Receive Client...
by Kristin Beane | Mar 15, 2023 | FPANE News, Home Page Features, Member News, Webinars & Events
The FPA of New England NexGen group has designed an innovative networking experience that is a spin-off of the speed dating concept, except it’s made specifically for financial planning professionals! This is an in person event at Boston University. This is a...
