by Kristin Beane | Jun 18, 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...
by Kristin Beane | Jun 17, 2025 | Consumer News, FPANE News, Home Page Features, Webinars & Events
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 experienced professionals from across industries to help spark...
by Kristin Beane | Jun 16, 2025 | FPANE News, Home Page Features, Webinars & Events
All are invited to join the FPA NE NexGen crew for a fun and casual Happy Hour at Harpoon Brewery! Enjoy a guided beer tasting, great company, and delicious Seaport Square Pies pizza while networking with fellow professionals in the financial planning community. 📍...
by Kristin Beane | Jun 15, 2025 | FPANE News, Home Page Features
Catching up with FPA Leadership – with Dan Galli & Dennis Moore On this episode Kathleen and Kevin are joined by FPA national president-elect Dan Galli as well as long-time member, supporter and now acting CEO of FPA National, Dennis Moore. We chat about...
by Kristin Beane | Jun 14, 2025 | FPANE News, Home Page Features
On this episode of the Wicked Pissah Podcast, we are joined by Stephen Pepe of Longbridge Financial, LLC, where he is a top producing Loan Officer, Reverse Mortgage Consultant and industry expert in reverse mortgages. Steve shares with us his expertise in the...
by Kristin Beane | Jun 13, 2025 | FPANE News, Home Page Features
Reassuring Clients About Social Security – with Marcia Mantell On this episode, Kathleen and Kevin speak with Social Security and retirement planning expert Marcia Mantell to talk about how clients’ anxiety about Social Security has changed over the last few months....
