July 11: NexGen Happy Hour, in Portsmouth

July 11: NexGen Happy Hour, in Portsmouth

All are welcome to join FPA NE NexGen and Jackson Forelli, Partner Account Manager of Human Interest Inc. for drinks, appetizers and networking at The Oar House in Portsmouth, NH. Located in the historic Merchant’s Row building at the edge of Portsmouth’s...
June 5: Wicked Good Succession Summit

June 5: Wicked Good Succession Summit

This event is for you wherever you are in your career. This full day event will connect firms and advisors while covering what you need to know about successful succession planning.  Hear from experts on tax planning, what the current RIA M&A market looks like,...
May 29: Webinar – Advocate for Your Fee

May 29: Webinar – Advocate for Your Fee

Join the FPA of New England and Brian Fitzgerald, Senior Investment Consultant, Clark Capital, CFS ®, BFA ™ for Advocate for Your Fee – What Most Financial Advisors Get Wrong About Client Communication. As Financial Advisors, we all know that we need to consistently...
May 21: Wicked Good Membership 101

May 21: Wicked Good Membership 101

Join us for Wicked Good Membership 101 on May 21st at noon. Membership Director Karen Van Voorhis will give an overview of the wide-ranging benefits available to you as a member. Whether you are new to FPA or a seasoned member, this webinar is for you! Register...