by Kristin Beane | Jun 18, 2025 | FPANE News
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 | May 22, 2025 | FPANE News
Please join CFA Society Boston, Boston Women in Finance, Women in ETFs Boston, Women in Investing Network & Supporting, and Women Investing for a Sustainable Economy, Women’s Initiative of the Financial Planning Association of New England, and Massachusetts...
by Kristin Beane | May 21, 2025 | FPANE News
Join us on 5/29 at the Union Bluff in York, ME for a deep dive into the dollars, data, and decisions behind college planning. From understanding financial aid formulas to selecting the best college to calculating ROI, our expert speakers will give you the tools you...
by Kristin Beane | May 6, 2025 | FPANE News
Join FPA NE and Chris Palladino for Tax Playbook. Investment accounts can be thought of like a bucket that collects your clients’ assets. While the goal of a bucket is often to fill it up, sometimes there is a hole in the bucket that can drain it. Taxes can be...
by Kristin Beane | May 5, 2025 | FPANE News
Ready to tee up a great time? Join FPA NE NexGen and Bryan Griffin, CFP®, Regional Investment Consultant – New England at Harbor Capital, for an evening of swings, snacks, and sips at Topgolf in Canton! Whether you’re a golf pro or just in it for the laughs,...
by Kristin Beane | Apr 20, 2025 | FPANE News
All are welcome to join FPA NexGen and the MassCPAs for a casual coffee meetup at Tradesman Coffee Shop from 8AM to 9AM. We’re brewing up great conversations, new connections, and a chance to bridge the gap between financial planning and tax. Whether you’re...
