by Kristin Beane | Mar 1, 2022 | FPANE News, Home Page Features, Member News
2022 Speed Networking 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 a fantastic way to meet several...
by Kristin Beane | Feb 28, 2022 | FPANE News, Home Page Features, Member News
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 | Feb 27, 2022 | FPANE News, Home Page Features
As people live longer, market forces change and the retirement landscape shifts, planning for a successful retirement has become more complex. Financial professionals need tools that simplify topics and help them have better conversations with their clients. Join us...
by Kristin Beane | Feb 26, 2022 | Consumer News, FPANE News, Home Page Features
In this episode, we’re joined by author and CNBC and Investment News journalist Deborah Nason. Deb shares with us how she finds sources for her personal finance articles, her thoughts on the financial advise industry, and why she wrote the book, “The...
by Kristin Beane | Feb 25, 2022 | Consumer News, FPANE News, Home Page Features
In this episode, we’re joined by Long-Term Care planning thought leader, Harley Gordon. Harley is the creator of the CLTC (Certified in Long-Term Care) designation, a founding member of NAELA (National Academy of Elder Law Attorneys), and author of the book The...
by Kristin Beane | Feb 7, 2022 | Community News, FPANE News, Home Page Features
Please join us, March 30th at noon for the latest installment of Wicked Tech Talks as we discuss cybersecurity and compliance. We will cover the SEC’s proposed cyber rule, risk reduction strategies, and regulatory compliance on cybersecurity issues. Our panel of...
