by Kristin Beane | Jun 18, 2025 | FPANE News, Home Page Features
Catching up with FPA Leadership – with Dan Galli & Dennis Moore On this episode Kathleen and Kevin are joined by FPA national president-elect Dan Galli as well as long-time member, supporter and now acting CEO of FPA National, Dennis Moore. We chat about...
by Kristin Beane | Jun 18, 2025 | FPANE News
Join FPA New England & John Finney CFP®, co-founder & CEO of Overvue for this topical webinar. Onboarding is more than just paperwork. It’s your chance to make a lasting impression. When the process is designed with the client in mind, it becomes an experience...
by Kristin Beane | May 22, 2025 | FPANE News
Please join CFA Society Boston, Boston Women in Finance, Women in ETFs Boston, Women in Investing Network & Supporting, and Women Investing for a Sustainable Economy, Women’s Initiative of the Financial Planning Association of New England, and Massachusetts...
by Kristin Beane | May 21, 2025 | FPANE News
Join us on 5/29 at the Union Bluff in York, ME for a deep dive into the dollars, data, and decisions behind college planning. From understanding financial aid formulas to selecting the best college to calculating ROI, our expert speakers will give you the tools you...
by Kristin Beane | May 6, 2025 | FPANE News
Join FPA NE and Chris Palladino for Tax Playbook. Investment accounts can be thought of like a bucket that collects your clients’ assets. While the goal of a bucket is often to fill it up, sometimes there is a hole in the bucket that can drain it. Taxes can be...
