by Kristin Beane | Mar 12, 2025 | FPANE News
Are you a career changer looking for advice? Are you a student curious about financial planning career paths? Are you a CFP® looking for career development? Read below to find out more about the FPA of New England’s MentorMatch program! The FPA of New England...
by Kristin Beane | Mar 11, 2025 | FPANE News
We have a fantastic day of discussions planned! Tricia Smock will dive into the recent changes to MA estate tax laws and will provide crucial insights, especially given how important these laws are for so many of your clients’ families and estates. Kate Hufnagel...
by Kristin Beane | Mar 8, 2025 | FPANE News
Partnering for Success: Planning for Medicare Guidance for Your Clients Are you reaching out to your clients as they approach age 65? This is the time when many people have questions about Medicare. When should they enroll? What happens if they continue to work? What...
by Kristin Beane | Mar 6, 2025 | FPANE News
Register Now! Please join us for an enlightening presentation & networking designed to bring NexGen Advisors & Veteran Advisors together! Topics: • What should younger NexGen Advisors be doing to show value to the lead advisors. How to advocate for yourself...
by Kristin Beane | Mar 1, 2025 | FPANE News
Join FPA NE and Xtrackers by DWS for: The Case for International Investing and the Currency Hedged Opportunity . Jason Chen will discuss how international investing unlocks global growth and diversification, but currency fluctuations can impact risk and returns. A...
