by Kristin Beane | Mar 28, 2017 | Community News, FPANE News, Home Page Features
April 13th at the Cape Cod 5 Bank on 6A in Sandwich 8:30 AM Every day, 10,000 people will turn 65 between now and the year 2030. Whether it affects you in your business or in your personal life, it is important to have at least a basic understanding of what long-term...
by Kristin Beane | Mar 22, 2017 | Community News, FPANE News, Home Page Features
It’s finally here… the most talked about NexGen event in the history of FPA MA. We’re creating an explosive conversation between the top young planners in the state and the most sought after financial planning firm owners this side of the Mississippi… and it’s...
by Kristin Beane | Mar 16, 2017 | FPANE News, Home Page Features, Member News
Public Speaking Workshop The Career Development Committee for the FPA of New England would like to offer the opportunity to members to join a six month workshop to sharpen your public speaking skills. The small group forum will allow for an intimate space to practice...
by Kristin Beane | Mar 2, 2017 | FPANE News, Home Page Features, Member News
The Cape Cod Practice Meeting on Thursday, March 9th at 8:30 AM to be held at the Cape Cod Five Savings Bank on Route 6A in Sandwich. Matt Costello, Regional Vice President at New York Life & MainStay Investments, will be presenting, “You’ve been named executor,...
by Kristin Beane | Mar 1, 2017 | FPANE News, Home Page Features, Member News
Please register for Addressing the Great Wealth Transfer on Mar 15, 2017 12:00 PM EDT at: Register Today! Addressing the Great Wealth Transfer The greatest transfer of wealth in history is predicted to take place over the next 3-4 decades. Studies show that advisors...
by Kristin Beane | Feb 28, 2017 | Community News, FPANE News, Home Page Features, Member News
March 17: 8:30 to 12 noon. Half Day Program MFS Investment Management, 111 Huntington Ave, Boston. 3 CFP Ce’s Pending approval Striking it Niche! Fixed Income Update Behavioral Economics STRIKING IT NICHE! with Stephen Wershing How would you like prospective...
