November 29: BCBS Wellness Series: Medicare Advantage (Part C)

by Kristin Beane | Nov 1, 2023 | Community News, FPANE News, Home Page Features

Learn how Blue Cross Blue Shield of Massachusetts Medicare Advantage (Part C) plans provide additional coverage at a low monthly premium. These plans feature the simplicity of a single plan and cover medical, hospital, and prescription costs. Register...

October 12: The Mass DOR is planning a rude surprise for your clients. What you can do about it.

by Kristin Beane | Oct 3, 2023 | Community News, FPANE News, Home Page Features

Join Guy Ziriak Sales Vice President at Northeast Brokerage and William F. Coyne, Jr. Estate Planning Attorney with Boston Legacy Planning as they discuss The Mass DOR is planning a rude surprise for your clients. What you can do about it. The Massachusetts Department...

October 16: BCBS Wellness Series: Are your clients asking you Medicare Related Questions

by Kristin Beane | Oct 1, 2023 | Community News, FPANE News, Home Page Features

It’s Medicare Annual Election Period.  Every year, during the open enrollment period from October 15 to December 7, Medicare beneficiaries can change their Medicare plan for the following year.  It’s always a good idea for Medicare beneficiaries to re-look at their...

October 18: Emerging Leaders Early Bird Networking

by Kristin Beane | Sep 1, 2023 | Community News, FPANE News, Home Page Features

We welcome all Emerging Leaders to join us at Tradesman Coffee Shop and Lounge on October 18, 2023, for a morning of complimentary beverages and the opportunity to network with fellow financial professionals from CFA Society Boston, the Massachusetts Society of CPAs,...

June 28: Sip & Socialize, Cross Industry Event

by Kristin Beane | Jun 6, 2023 | Community News, FPANE News, Home Page Features

MassCPAs invites you to Sip & Socialize with fellow CPAs, lawyers and financial professionals who can help take your career to the next level. We know you’re busy, and this dedicated event will connect you with like-minded professionals to help spark new leads and...

June 21: Income Lab – Understanding Client Experiences with Spending Adjustments in Retirement

by Kristin Beane | Jun 1, 2023 | Community News, FPANE News, Home Page Features

Justin Fitzpatrick, Co-Founder of Income Lab will discuss: Understanding client experiences with spending adjustments in retirement. Advisors and researchers have long commented on the need to adjust spending (up or down) through retirement to accommodate changing...