by Kristin Beane | Feb 13, 2017 | FPANE News, Home Page Features, Member News
February 28, 2017 from 12-1 PM 1 CFP CE pending approval Register Today! The Wealth Advisor’s Guide to 2017 is designed to help financial services professionals stay abreast of recent events that could have an impact on your most valued clients’ financial situations....
by Kristin Beane | Feb 2, 2017 | FPANE News, Home Page Features, Member News
Eligibility To be eligible an applicant must meet all of the following qualifications: Is currently enrolled in a CFP® program administered by an accredited university or college registered with the CFP Board of Standards. (The scholarship may be used towards a...
by Kristin Beane | Dec 30, 2016 | Community News, FPANE News, Home Page Features
Incorporating Charitable Planning in Your Business. 98% of HNW investors contribute to charities annually but only 14% of advisors have charitable planning conversations with their clients. Did you know that virtually all high-net worth clients give to charity...
by Kristin Beane | Dec 9, 2016 | FPANE News, Home Page Features
Employing Caregivers: Tax & Legal Issues Advisors Need to Know: Dec 14 from 12 to 1pm There are more than 5 million Americans currently living with Alzheimer’s disease and more than 15 million family caregivers who care for them. Within the next ten years, that...
by Kristin Beane | Nov 12, 2016 | Community News, FPANE News, Home Page Features
Give for the Holidays. Bring an unwrapped toy to support our National Guard Military Families DOl Ruling Panel Discussion How to Market to the Mass Affluent Special luncheon presentation: Ask the HR Experts powered by Tri-Net. Get answers to your hot button...
by Kristin Beane | Nov 2, 2016 | Community News, FPANE News, Home Page Features
The time is now to nominate your colleagues for the Annual Financial Planner of the Year Award. Contributions (at least one must apply) ●History of involvement in the FPA of MA (attends meetings, committee membership, volunteer work) ●Community service (public...
