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June 18: First Impressions Matter: Onboarding Sparks Growth

June 18: First Impressions Matter: Onboarding Sparks Growth

by Kristin Beane | Jun 13, 2025 | Community News, Consumer News, FPANE News, Home Page Features, Webinars & Events

Join FPA New England & John Finney CFP®, co-founder & CEO of Overvue for this topical webinar. Onboarding is more than just paperwork. It’s your chance to make a lasting impression. When the process is designed with the client in mind, it becomes an experience...
Make a Difference Today: Your Generosity Can Change Lives!

Make a Difference Today: Your Generosity Can Change Lives!

by Kristin Beane | Jan 5, 2025 | Community News, FPANE News

Please Consider Donating to our Pro Bono Flagship Programs Dana Farber Patient Assistance Fund and Homes for Our Troops FPA New England’s members have been helping cancer patients and their families for over 10 years. During the holiday season our support will...
FPA NE To Be Honored for Exceptional Pro Bono Financial Planning Programming

FPA NE To Be Honored for Exceptional Pro Bono Financial Planning Programming

by Kristin Beane | Aug 31, 2024 | Community News, Consumer News, FPANE News, Home Page Features, Member News

FPA of New England is recognized as the 2024 Power of Financial Planning Award winner. DENVER (July 17, 2024) – The Financial Planning Association® (FPA®) and the Foundation for Financial Planning (FFP) are pleased to announce the FPA of New England as the recipient...
May 22: Webinar – IPC Alternative Real Estate Income Trust, Inc

May 22: Webinar – IPC Alternative Real Estate Income Trust, Inc

by Kristin Beane | May 1, 2024 | Community News, FPANE News

Join Brendan Tammany, Vice President |Private Capital Consultant of Inland Securities Corporation to learn about IPC Alternative Real Estate Income Trust, Inc. (ALT REIT), and its demographic-driven strategy focused on alternative real estate sectors. ALT REIT is...
May 1: BCBS Wellness Wednesday: Health Promotion

May 1: BCBS Wellness Wednesday: Health Promotion

by Kristin Beane | Mar 25, 2024 | Community News, FPANE News

Join FPA NE and BCBS MA for Wellness Wednesday Webinar: Health Promotion.  Start your day with Five Ways to Manage Stress in Five Minutes or Less.  This webinar is from 9AM to 10AM. Register Here...
April 24: NexGen Topgolf Event

April 24: NexGen Topgolf Event

by Kristin Beane | Mar 22, 2024 | Community News, FPANE News

Join FPA NE NexGen at Topgolf, for golf, apps, drinks, networking and fun!  This event is powered by Harbor Capital Advisors, Inc.  All are welcome, register today! Register...
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