by Kristin Beane | Apr 10, 2023 | Community News, FPANE News, Home Page Features
Please join Blue Cross Blue Shield on May 17th at 12pm to hear our most popular program offering “Planning for Medicare- Countdown to 65” Are you reaching out to your clients as they approach age 65? This is the time many people have questions about Medicare. When...
by Kristin Beane | Apr 8, 2023 | Consumer News, FPANE News, Home Page Features
On this episode, host Kathleen Kenealy speaks with two of the FPA New England chapter’s board members: Membership Director Karen Van Voorhis, CFP® and Kayla Holland, CFP®, head of the Next Gen Committee. We hear from Kayla and Karen about the different paths they each...
by Kristin Beane | Apr 1, 2023 | Consumer News, FPANE News, Home Page Features
We are joined by award-winning financial advisor, educator, and thought leader Robert Glovsky. Robert is Vice Chair and a Principal of The Colony Group. Stay tuned to hear about his professional journey and thoughts on CFP education and the profession of financial...
by Kristin Beane | Apr 1, 2023 | Community News, FPANE News, Home Page Features
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 | Apr 1, 2023 | FPANE News, Home Page Features, Member News
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 25, 2023 | Consumer News, FPANE News, Home Page Features
We are joined by CFP Board CEO Kevin Keller and CFP Board Chair and CFP Professional Dan Moisand. We’ll hear about CFP Board’s strategic priorities, the relationship between FPA and CFP Board, and Dan and Kevin’s thoughts on the evolution of the...
