by Kristin Beane | Sep 2, 2024 | FPANE News
Join the FPA New England for Wicked Good Half Day Talks at the Aloft Hotel in Boston, MA. Featuring: Dr. Mary A. Burke, Ryan Barrett, David Gulley and Jennifer Bender. Informal networking and happy hour to follow. Up to 4 CFP CEs pending approval. Agenda 10:00 –...
by Kristin Beane | Sep 1, 2024 | FPANE News
Join FPA New England for this multi chapter webinar featuring Leslie Geller, Senior Vice President and Wealth Strategist at Capital Group | American Funds for: Fall 2024 Policy and Planning Update: Preparing Your HNW Clients for a Year of Uncertainty Over the last...
by Kristin Beane | Aug 31, 2024 | Community News, Consumer News, FPANE News, Home Page Features, Member News
FPA of New England is recognized as the 2024 Power of Financial Planning Award winner. DENVER (July 17, 2024) – The Financial Planning Association® (FPA®) and the Foundation for Financial Planning (FFP) are pleased to announce the FPA of New England as the recipient...
by Kristin Beane | Aug 23, 2024 | Consumer News, FPANE News, Home Page Features
In this week’s episode of the Wicked Pissah Podcast, Kim Furnald, CLU returns to the program. Using a holistic approach after a career in financial services, Kim for the past decade has been working with advisors on Estate and Business applications of insurance. In...
by Kristin Beane | Aug 22, 2024 | Consumer News, FPANE News, Home Page Features
Kathleen speaks with FPA of New England chapter President Marybeth Breed and Massachusetts State Treasurer Deborah Goldberg about the various initiatives Treasurer Goldberg has worked on to promote financial education across the Commonwealth of Massachusetts. We learn...