by Kristin Beane | Apr 19, 2023 | Consumer News, FPANE News, Home Page Features
We are joined by 2022 Heart of Financial Planning Award winner Celeste Revelli. She is the director of digital planning within planning advice services at Fidelity Investments. She will share her thoughts on how democratizing financial wellness and closing wealth gaps...
by Kristin Beane | Apr 10, 2023 | Community News, FPANE News, Home Page Features
Please join Blue Cross Blue Shield on May 17th at 12pm to hear our most popular program offering “Planning for Medicare- Countdown to 65” Are you reaching out to your clients as they approach age 65? This is the time many people have questions about Medicare. When...
by Kristin Beane | Apr 8, 2023 | Consumer News, FPANE News, Home Page Features
On this episode, host Kathleen Kenealy speaks with two of the FPA New England chapter’s board members: Membership Director Karen Van Voorhis, CFP® and Kayla Holland, CFP®, head of the Next Gen Committee. We hear from Kayla and Karen about the different paths they each...
by Kristin Beane | Apr 1, 2023 | Consumer News, FPANE News, Home Page Features
We are joined by award-winning financial advisor, educator, and thought leader Robert Glovsky. Robert is Vice Chair and a Principal of The Colony Group. Stay tuned to hear about his professional journey and thoughts on CFP education and the profession of financial...
by Kristin Beane | Apr 1, 2023 | FPANE News, Member News
Join Kelsea Sullivan, CIMA®, Regional Hybrid Investment Consultant – North East of Thrivent Asset Management as she discusses: Top-Class Small- & Mid-Cap suite of funds Benefits for your clients’ portfolios Recent developments in the markets Receive Client...
by Kristin Beane | Apr 1, 2023 | Community News, FPANE News, Home Page Features
You’re invited to join us for a NexGen Happy Hour connection on Wednesday, April 12th from 5-7pm, courtesy of our 2023 NexGen sponsor, Harbor Capital Advisors. This event is FREE to FPA NE members and will be held at the Fin Point Oyster Bar + Grille in Boston....
