by Kristin Beane | Mar 1, 2024 | FPANE News, Home Page Features
Join us at the Conference Center at Waltham Woods for the first installment of Wicked Good Half Day Talks in 2024. Half Day conference with Happy Hour to follow at the Copper House Tavern. Agenda: 12:00 – 1:00 PM Lunch & Registration 1:00 PM Jordan Jackson,...
by Kristin Beane | Mar 1, 2024 | Community News, FPANE News
Join FPA NE and BCBS for the first Wellness Wednesday of 2024! Are you reaching out to your clients as they approach age 65? This is the time many people have questions about Medicare. When should they enroll, what happens if they continue to work, what are the...
by Kristin Beane | Feb 12, 2024 | Consumer News, FPANE News, Home Page Features
Kathleen and Jeff speak with Guy Ziriak and Mike Costello. Guy is a Vice President, and Mike is a Senior Partner with FPA New England partner Northeast Brokerage, an employee-owned insurance brokerage general agency dedicated to providing relationship-based sales...
by Kristin Beane | Feb 5, 2024 | Consumer News, FPANE News, Home Page Features
This week, we are joined by personal financial advisor, author, and thought leader, 2023 FPA P. Kemp Fain, Jr., Award winner Ross Levin. Ross is the Founder and a Shareholder of Accredited Investors Wealth Management. Long an industry leader, Ross translates his...
by Kristin Beane | Feb 2, 2024 | Community News, FPANE News, Home Page Features, Member 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...