by Kristin Beane | Nov 12, 2016 | Community News, FPANE News, Home Page Features
Give for the Holidays. Bring an unwrapped toy to support our National Guard Military Families DOl Ruling Panel Discussion How to Market to the Mass Affluent Special luncheon presentation: Ask the HR Experts powered by Tri-Net. Get answers to your hot button...
by Kristin Beane | Nov 2, 2016 | Community News, FPANE News, Home Page Features
The time is now to nominate your colleagues for the Annual Financial Planner of the Year Award. Contributions (at least one must apply) ●History of involvement in the FPA of MA (attends meetings, committee membership, volunteer work) ●Community service (public...
by Kristin Beane | Oct 27, 2016 | FPANE News, Home Page Features
All are welcome to join the year end celebration at Cinquecento in the South End, Boston. Drinks and refreshments will be provided. Please bring a gift card to benefit the patient assistance fund at Dana Farber Cancer Institute – Our pro bono partner....
by Kristin Beane | Oct 26, 2016 | Community News, Consumer News, FPANE News, Home Page Features, Member News
Attend a Career Night with Financial Planning Professionals. Whether you are an employer looking to find talent or looking to explore a different career path in financial planning, this event is for you! Event to be held at BU Trustee Center from 6-9 pm. Reserve your...
by Kristin Beane | Oct 4, 2016 | Members in the News
“Managing the fixed-income portion of your portfolio in a rising-rate environment is a delicate balancing act”- Elliot Herman CFP®, CPA http://www.cnbc.com/2016/09/13/prepare-your-portfolio-for-rising-rates.html
