by Kristin Beane | Sep 12, 2023 | Community News, FPANE News, Home Page Features, Webinars & Events
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...
by Kristin Beane | Sep 11, 2023 | Community News, FPANE News, Home Page Features, Webinars & Events
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...
by Kristin Beane | Sep 10, 2023 | Community News, FPANE News, Home Page Features, Webinars & Events
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,...
by Kristin Beane | Sep 9, 2023 | FPANE News, Home Page Features, Webinars & Events
Join us for Membership 101 on October 25th at noon. Membership Director Karen Van Voorhis will give an overview of the wide-ranging benefits available to you as a member. Whether you are new to FPA or a seasoned member, this webinar is for you! Register...
by Kristin Beane | Sep 1, 2023 | FPANE News, Home Page Features, Member News
The Financial Planning Association of New England, NexGen group had a wonderful night of networking and connecting with the Boston Bar Association, Boston Estate Planning Council, Massachusetts Society of CPAs and Trusts and Estates Consortium!
by Kristin Beane | Aug 31, 2023 | Consumer News, FPANE News, Home Page Features
Protecting your clients’ property and wealth with Personal Risk Advisor Holly Gately When was the last time you took your clients through a comprehensive risk assessment? Can’t remember? Then tune into this episode of the Wicked Pissah Podcast and hear from Personal...
