by Kristin Beane | May 19, 2022 | FPANE News, Home Page Features
May 23 @ 12 noon with Donna & Matt for Mortgage Mondays powered by Mortgage Network Inc. Join Donna and Matt McKeown for an over view of selling and buying in the current market, a general overview of the every changing market as well as case studies and a live Q...
by Kristin Beane | May 18, 2022 | Community News, FPANE News, Home Page Features
Join us for this interactive, virtual, panel discussion on Breaking into the Financial Planning Industry. Featuring… Marguerita (Rita) Cheng – Certified Financial Planner® Chief Executive Officer at Blue Ocean Global Wealth. Justin Green – CFP®,...
by Kristin Beane | May 18, 2022 | FPANE News, Home Page Features, Member News
Please join CFA Society Boston, Boston Women in Finance, Women in ETFs Boston, Women in Investing; Network & Supporting, and Women Investing for a Sustainable Economy, Women’s Initiative of the Massachusetts Financial Planning Association, and Massachusetts...
by Kristin Beane | May 17, 2022 | FPANE News, Home Page Features, Member News
Join us June 9th and 10th at the Sea Crest Beach Hotel in Falmouth, MA for Wicked Good Talks June 9th: Beginning at noon 9 Holes of Golf at Brookside Club Scenic bike ride on The Shining Sea Bikeway Welcome Reception at the Sea Crest to Follow June 10th: Full Day...
by Kristin Beane | May 15, 2022 | Consumer News, FPANE News, Home Page Features, Member News
We created the FPA Virtual Externship for YOU. Our goal with this externship is to support students, new professionals, career changers, experienced professionals and those who are entirely new to financial planning – with unique insights into the profession. No...
by Kristin Beane | May 14, 2022 | Consumer News, FPANE News, Home Page Features
In this episode, we are joined by returning guest Jerry Auippa, Senior Account Executive at Longbridge Financial, LLC and Platinum Partner with the FPA® of New England. We discuss reverse mortgages: how they can be a tool, how much you can access, how they are...
