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Sept 28: Women’s Study Group: Client Onboarding

Sept 28: Women’s Study Group: Client Onboarding

by Kristin Beane | Aug 20, 2017 | FPANE News, Home Page Features, Member News

FPA of MA Women’s Group recently launched an informal study group for women advisors with the purpose of sharing best practices, learning from each other, gaining insights on financial planning practice topics and simply meeting other like-minded women-financial...
October 11: Lunch-n-Learn with The Conversation Project

October 11: Lunch-n-Learn with The Conversation Project

by Kristin Beane | Jul 17, 2017 | Consumer News, FPANE News, Home Page Features

90% of People say that talking about their end-of-life care is important. BUT Only 27% have actually done so. The Conversation Project will share their resources and helping us have the end-of-life conversations. This joint event with Boston Estate Planning Council at...
October 12: CC Practice Group: Create a Powerful Personal Brand to Attract and Retain Ideal Clients

October 12: CC Practice Group: Create a Powerful Personal Brand to Attract and Retain Ideal Clients

by Kristin Beane | Jul 16, 2017 | FPANE News, Home Page Features, Member News

Join us October 12th from 8:30 to 10:30 am at Cape Cod Savings Bank on Route 6A Sandwich Create a Powerful Personal Brand to Attract and Retain Ideal Clients Do you want to do more work that you love, and have more success while doing it? Learn how uncovering your...
Congratulations Seth Corkin: Volunteer of the Year

Congratulations Seth Corkin: Volunteer of the Year

by Kristin Beane | May 23, 2017 | Community News, Consumer News, FPANE News, Home Page Features, Member News, Press Releases

Financial Planning Association™ of MA:  Seth Corkin, CFP® named the 2017 FPA™ MA Volunteer of the Year FOR IMMEDIATE RELEASE CONTACT: Kristin Beane, FPA MA, 508-839-2900, admin@fpama.org Needham AND Westborough, MA, ISSUED May 23, 2017…Financial Planning Association™...
June 8: NexGen Networking Event: Cinquecento, Boston

June 8: NexGen Networking Event: Cinquecento, Boston

by Kristin Beane | May 9, 2017 | Community News, FPANE News, Home Page Features

Join FPA NexGen in Boston at Cinquencento on Thursday, June 8th, from 5:30-8pm for a chance to meet some of Boston’s best up and coming CPAs, estate planning attorneys, financial planners and other experts who can help you grow your business and solidify your...
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