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May 8: Wicked Good Talks: Annual Conference: Babson College

May 8: Wicked Good Talks: Annual Conference: Babson College

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...
April 26: Minorities in Business Event

April 26: Minorities in Business Event

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...
August 8: Cape Cod Practice Group Meeting with First Trust

August 8: Cape Cod Practice Group Meeting with First Trust

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...
April 13: Cape Cod Practice Group: Long Term Care Options

April 13: Cape Cod Practice Group: Long Term Care Options

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...
March 30: NexGen Speed Networking Event at BU Castle

March 30: NexGen Speed Networking Event at BU Castle

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...
Are You Looking To Sharpen Your Presenting Skills?

Are You Looking To Sharpen Your Presenting Skills?

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...
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