by Kristin Beane | May 31, 2023 | FPANE News, Home Page Features, Member News, Webinars & Events
Become a Dana-Farber Financial Coach Imagine hearing the words, “You have cancer”. Now imagine a life full of doctor appointments, numerous tests and fear and wondering if you are going to be ok. As bad as that all is, imagine losing your job, not being able to pay...
by Kristin Beane | May 30, 2023 | FPANE News, Home Page Features, Webinars & Events
FPA of New England with host an afternoon/evening of one on one golf instruction with a golf pro, followed by cocktails and light fair at Crossing 9s. This event will take place from 3:30Pm to 5:00PM. Register...
by Kristin Beane | May 29, 2023 | FPANE News, Home Page Features, Webinars & Events
Join us for Membership 101 June 15th at noon. Membership Director Karen Van Voorhis will give an overview of the wide-ranging benefits available to you as a member. Whether you are new to FPA or a seasoned member, this webinar is for you! Register...
by Kristin Beane | May 28, 2023 | Community News, FPANE News, Home Page Features, Webinars & Events
Justin Fitzpatrick, Co-Founder of Income Lab will discuss: Understanding client experiences with spending adjustments in retirement. Advisors and researchers have long commented on the need to adjust spending (up or down) through retirement to accommodate changing...
by Kristin Beane | May 27, 2023 | Community News, FPANE News, Home Page Features, Webinars & Events
MassCPAs invites you to Sip & Socialize with fellow CPAs, lawyers and financial professionals who can help take your career to the next level. We know you’re busy, and this dedicated event will connect you with like-minded professionals to help spark new leads and...
by Kristin Beane | May 26, 2023 | Consumer News, FPANE News, Home Page Features
We are joined by Ginnie Baker, CFP®, Partner of Beaird Harris Wealth Management and head of the FPA® Advisory Council, to discuss what the role of the Advisory Council is, its importance, and how it’s impacting the Financial Planning Association® going forward. Listen...
