by Kristin Beane | Jul 17, 2020 | FPANE News, Home Page Features
The Financial Planning Association NexGen group has teamed up with the Massachusetts Society of CPAs, Boston Estate Planning Council and the Trusts and Estates Consortium to host its fourth annual (but first virtual) inter-organizational networking event! The intended...
by Kristin Beane | Jul 17, 2020 | FPANE News, Home Page Features
Join us August 5th from 1-4 pm CHANGE TOMORROW STARTS TODAY This change will not occur overnight. It will be a long, uncomfortable and bumpy process, but one that we are committed to lead for our members. To act on our commitment to change during these times of social...
by Kristin Beane | Jul 14, 2020 | FPANE News, Home Page Features
Be Prepared, Be Empowered Knowledge is power when it comes to being prepared for a spouse’s death or a divorce, yet many clients don’t even know the right questions to get the information they need to ensure their future financial security. Although both...
by Kristin Beane | Jun 15, 2020 | FPANE News, Home Page Features
Join us June 24th from 12-12:45 pm Q/A by Susan Flanagan: Senior Plan Consultant Blue Cross Blue Shield of Massachusetts Event Registration ...
by Kristin Beane | Jun 8, 2020 | Home Page Features
June 11th Virtual Cape Cod Practice Group from 9:00 to 10:00 am Breaking Down a Broken Market- A Deeper Look Into Municipal Bonds: Nick Foley, Senior Portfolio Manager of Segall Bryant & Hamill Advisor Do’s and Dont’s of Digital Marketing: Ryan DeSola of the...
