by Kristin Beane | May 5, 2025 | FPANE News
Ready to tee up a great time? Join FPA NE NexGen and Bryan Griffin, CFP®, Regional Investment Consultant – New England at Harbor Capital, for an evening of swings, snacks, and sips at Topgolf in Canton! Whether you’re a golf pro or just in it for the laughs,...
by Kristin Beane | Apr 20, 2025 | FPANE News
All are welcome to join FPA NexGen and the MassCPAs for a casual coffee meetup at Tradesman Coffee Shop from 8AM to 9AM. We’re brewing up great conversations, new connections, and a chance to bridge the gap between financial planning and tax. Whether you’re...
by Kristin Beane | Apr 19, 2025 | FPANE News
Join us for Guy’s Wicked Smahht People Webinar Series, featuring Kevin Quinn. This course will delve into the practical effects and solutions should the TCJA sense, should it be extended, and should there be new and unique legislation involving estate taxes, capital...
by Kristin Beane | Apr 13, 2025 | FPANE News
Join Ginger Noce and Kristy Kennedy, founders of Silver Bridges Consulting for this timely webinar. Navigating senior living is complex and confusing as there are many options available in the market. In this presentation participants will gain an understanding of...
by Kristin Beane | Apr 12, 2025 | FPANE News
Come learn why thousands of advisors are using Jump’s AI to become more efficient and deliver more personalized service for clients. Jump is an AI meeting assistant designed specifically for Financial Advisors. Jump helps advisors prepare for meetings, create...
