• Facebook
  • Twitter
  • Join/Renew
Financial Planning Association of New England
  • Home
  • About FPA NE
    • News & Announcements
    • Core Values
    • Diversity, Equity & Inclusion
    • Board of Directors
    • Join an FPA NE Committee
      • Advocacy
      • Community Outreach
      • Membership
      • NexGen
      • Partnership
      • Programming and Education
      • Public Relations
      • Women’s Committee
    • Scholarship
    • Financial Planner of the Year Award
  • Members
    • Member Benefits
    • Member Directory
    • Employment Opportunities
    • Résumés
    • Industry Research Portal Information
    • FPA Connect
    • Refer a Member
    • Member Spotlight Submission
  • Partners
    • Support our Partners
    • Partner with FPA® NE
  • Wicked Pissah Podcast
  • Webinars & Events
    • Upcoming Event Information
    • Wicked Good Half-Day Talks
  • Find a Planner
  • Join
  • Contact
Select Page
October 12: The Mass DOR is planning a rude surprise for your clients. What you can do about it.

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

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

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

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...
October 18: Emerging Leaders Early Bird Networking

October 18: Emerging Leaders Early Bird Networking

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,...

October 25: Membership 101 Webinar

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...
NexGen Cross Industry Networking Event

NexGen Cross Industry Networking Event

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!   
166 – Protecting your clients’ property and wealth-Holly Gately

166 – Protecting your clients’ property and wealth-Holly Gately

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...
« Older Entries

Recent Posts

  • October 12: The Mass DOR is planning a rude surprise for your clients. What you can do about it.
  • October 16: BCBS Wellness Series: Are your clients asking you Medicare Related Questions
  • October 18: Emerging Leaders Early Bird Networking
  • October 25: Membership 101 Webinar
  • NexGen Cross Industry Networking Event

Read more

Need to contact someone for assistance?

Email: admin@fpama.org
View our complete contact information

Would you like to find a local financial planner to help you?

Check out FPA’s Find a Planner search!

Log In | Join FPAMA
  • Facebook
  • Twitter

© 2023 Financial Planning Association of New England | Web Site Design and Hosting by Ashdown Technologies.