by Kristin Beane | May 9, 2017 | Community News, FPANE News, Home Page Features
Join FPA NexGen in Boston at Cinquencento on Thursday, June 8th, from 5:30-8pm for a chance to meet some of Boston’s best up and coming CPAs, estate planning attorneys, financial planners and other experts who can help you grow your business and solidify your...
by Kristin Beane | Apr 29, 2017 | FPANE News, Home Page Features, Member News
Your advocacy team is hitting the state house for the fifth annual advocacy day. We need your help! We will be setting records seeing even more legislators than we did last year and we need your help to introduce them to who the FPA MA is and what financial planning...
by Kristin Beane | Apr 29, 2017 | Consumer News, FPANE News, Home Page Features, Member News
Thank you to our volunteers who provided one on one planning sessions for the attendees of the MassSaves Education Summit. Shaun Erickson, Joan Gonzalez, Jordan Letendre, John McAvoy, David Santoro and Jeff Tomaneng. Over 150 attendees came to participate in a day of...
by Kristin Beane | Apr 29, 2017 | Community News, FPANE News, Home Page Features
Monday, May 8 Wicked Good Talks: Annual Conference Babson College Executive Conference Center 7:30 to 6:00 pm. Up to 7 CFP CE’s granted. Stay What a line up! Register today CFP Ethics Course: Rita Cheng, CFP Blue Ocean Wealth (This is the only time CFP Ethics will be...
by Kristin Beane | Apr 20, 2017 | Community News, Consumer News, FPANE News, Home Page Features
Join our members for this exciting event: Featuring FPA MA Members: Gerald Loftin and Phuong Luong Register Today! Boston University and Boston University Taiwanese American Student Association invite you to Minorities in Business Conference! We are very excited to...
by Kristin Beane | Apr 2, 2017 | FPANE News, Home Page Features, Member News
What are the industry’s largest producers doing differently than you to bring in $50 to $100 million in new accounts annually? Why a “small change” in your clients presentations can lead to a big change in your assets under management. What to say, do, and show at...
