by Kristin Beane | Dec 15, 2023 | Consumer News, FPANE News, Home Page Features
On this episode of the Wicked Pissah Podcast we speak with licensed professional counselor Jennifer Gray. Jennifer focuses her counseling work on helping financial advisors find balance and authenticity between their personal and professional selves; manage and...
by Kristin Beane | Dec 7, 2023 | Consumer News, FPANE News, Home Page Features
Learn how to help your clients utilize various tax benefits from real estate investments – including benefits of depreciation, capital gains deferrals, & more. Energetic and entertaining guest, Jay Frank, Pres. & COO of Cantor Fitzgerald Asset...
by Kristin Beane | Dec 6, 2023 | Consumer News, FPANE News, Home Page Features
Beyond Finance: Planning for Your Life In Retirement Host Chris Boyd, CFP® is joined by Jennifer Simes, CFP®, long time FPA member who suggested today’s topic and guests. Nan Ives & Lisa Stornaielo share the challenges of retirement beyond finances. In the...
by Kristin Beane | Dec 4, 2023 | FPANE News, Home Page Features
Join us for the FPA NE Annual Town Hall Meeting from 12PM – 1PM which includes the 2024 Board Slate presentation, 2023 year in review and looking ahead to 2024. The election of the board and officers will be held during the Virtual Annual Meeting/Town Hall. If...
by Kristin Beane | Dec 2, 2023 | Community News, FPANE News, Home Page Features
This time of year we’re typically planning our year-end Gala for A Goal Fundraiser to support Dana Farber and Military Families during the holidays. Due to the high cost of event space this year, your Board of Directors has decided to make direct donations from our...
by Kristin Beane | Dec 2, 2023 | Consumer News, FPANE News, Home Page Features
Sometimes it can be hard finding a CPA or tax professional that actually does tax planning for clients, not just tax preparation. This challenge has only grown over the last few years as more and more accountants have retired or left the industry and is likely to only...