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March 24: Exclusive FPA Multi-Chapter Webinar

March 24: Exclusive FPA Multi-Chapter Webinar

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...
Wicked Good Half-Day Talks

Wicked Good Half-Day Talks

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® •...
April 12: NexGen Harbor Happy Hour

April 12: NexGen Harbor Happy Hour

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....
May 2: Small & Mid-Cap Investing with Thrivent

May 2: Small & Mid-Cap Investing with Thrivent

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...
May 11: NexGen – Speed Networking

May 11: NexGen – Speed Networking

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...
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Recent Posts

  • March 24: Exclusive FPA Multi-Chapter Webinar
  • Wicked Good Half-Day Talks
  • April 12: NexGen Harbor Happy Hour
  • Thrivent Asset ManagementMay 2: Small & Mid-Cap Investing with Thrivent
  • May 11: NexGen - Speed Networking

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