by Kristin Beane | Jul 15, 2017 | FPANE News, Home Page Features, Member News
The InvestmentNews 5th Annual Best Practices Workshop will be held in Boston on October 17th, bringing together the industry’s most influential thought-leaders and firms. You are invited to attend and participate in “deep dive” workshop sessions designed to translate...
by Kristin Beane | Jul 1, 2017 | FPANE News, Home Page Features, Member News
Speak with Impact: Effective Communication in a Noisy World What’s the most important skill to master as a financial planner? Is it implementing investment strategies? Running financial planning software? It’s a bit of a trick question, because the real answer is none...
by Kristin Beane | May 29, 2017 | FPANE News, Home Page Features, Member News
Webinar: September 13, 2017 from 12-1 pm Understanding Senior Care Options and Associated Costs Michelle Woodbrey, CEO of 2Sisters Senior Living Advisors, will present an overview of senior living and care options including; independent living, assisted living, memory...
by Kristin Beane | May 24, 2017 | FPANE News, Home Page Features, Member News
August 18, 2017 from 8-5 pm Free CE day for our FPA MA Members. Thank you to John Hancock for hosting our full day of CE! We look forward to cutting edge presentations by: Blue Cross Blue Shield, First Trust, Jefferson National, Northeast Investors, RIA in a Box, The...
by Kristin Beane | May 23, 2017 | Community News, Consumer News, FPANE News, Home Page Features, Member News, Press Releases
Financial Planning Association™ of MA: Seth Corkin, CFP® named the 2017 FPA™ MA Volunteer of the Year FOR IMMEDIATE RELEASE CONTACT: Kristin Beane, FPA MA, 508-839-2900, admin@fpama.org Needham AND Westborough, MA, ISSUED May 23, 2017…Financial Planning Association™...
by Kristin Beane | May 21, 2017 | FPANE News, Home Page Features, Member News
Congrats Michelle Filippi, CFP® Michelle was granted the 2017 FPA MA scholarship at the August 18 Free Ce Day at John Hancock. Michelle works for Centinel Financial Group in Needham.
