by Kristin Beane | Mar 20, 2023 | FPANE News, Home Page Features, Webinars & Events
Before, During, and After: Addressing a Client’s Cognitive Incapacity Financial professionals are often in a prime position to detect cognitive impairment in their clients, but they frequently struggle to know what to do in response. When and how should they address...
by Kristin Beane | Mar 19, 2023 | FPANE News, Home Page Features, Webinars & Events
Join us for the first installment of Wicked Good Half-Day Talks in Natick, MA at the Verve Hotel. Up to 4 CFP CEs. Presentations will run from 8AM to 1:30PM. Boxed lunch with be provided, grab and go or stay and network! Featuring: • Cynthia Haddad, CFP®, ChSNC® •...
by Kristin Beane | Mar 17, 2023 | Community News, FPANE News, Home Page Features, Webinars & Events
You’re invited to join us for a NexGen Happy Hour connection on Wednesday, April 12th from 5-7pm, courtesy of our 2023 NexGen sponsor, Harbor Capital Advisors. This event is FREE to FPA NE members and will be held at the Fin Point Oyster Bar + Grille in Boston....
by Kristin Beane | Mar 16, 2023 | FPANE News, Home Page Features, Member News, Webinars & Events
Join Kelsea Sullivan, CIMA®, Regional Hybrid Investment Consultant – North East of Thrivent Asset Management as she discusses: Top-Class Small- & Mid-Cap suite of funds Benefits for your clients’ portfolios Recent developments in the markets Receive Client...
by Kristin Beane | Mar 15, 2023 | FPANE News, Home Page Features, Member News, Webinars & Events
The FPA of New England NexGen group has designed an innovative networking experience that is a spin-off of the speed dating concept, except it’s made specifically for financial planning professionals! This is an in person event at Boston University. This is a...
by Kristin Beane | Mar 14, 2023 | Consumer News, FPANE News, Home Page Features
We are joined by 2022 FPA Heart of Financial Planning Award winner Shawn Jacobson. Shawn is an Advisor at Northrock Partners where he leverages over 20 years of impactful and meaningful client relationships, Shawn continues to deliver extensive education and advice in...
