by Kristin Beane | Nov 30, 2024 | 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 Massachusetts Financial Planning Association, and Massachusetts...
by Kristin Beane | Nov 25, 2024 | FPANE News
Wishing you and your family a season of abundance and joy. Happy Thanksgiving from your partner in planning, FPA New England!
by Kristin Beane | Nov 19, 2024 | FPANE News
Join FPA New England and Leslie Geller, Sr. Vice President & Wealth Strategist for a 2024, Q4 – Policy and Planning Update: Preparing Your HNW Clients for a Year of Uncertainty Over the last several years, our concerns and conversations around tax planning...
by Kristin Beane | Nov 14, 2024 | FPANE News
Join the FPA New England for Wicked Good Half Day Talks at the Union Bluff, York ME. The focus of the day will be Love & Money, followed by happy hour and networking. 4 CFP CEs approved. Agenda: 10:00-10:50 Registration 10:50-11:00 Welcome Remarks 11:00-11:50...
by Kristin Beane | Nov 7, 2024 | FPANE News
Join FPA NE & BCBS of MA for Wellness Wednesday: Exploring Medicare Advantage Plans. Have you ever wondered about the Medicare Advantage plans advertised on TV? Join us as a Blue Cross Blue Shield of Massachusetts representative unravels the options. Learn about...
by Kristin Beane | Oct 29, 2024 | Consumer News, FPANE News, Home Page Features
Hosts Brad Wright and Mike Connaughton are joined by Julie Casey of Definiti. Julie is Regional Sales Director – New England Territory, for Definiti, which is a national retirement services firm that helps workplace organizations with retirement plan expertise,...
