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Happy Anniversary! 30, 15 and 10 Years of Membership

Happy Anniversary! 30, 15 and 10 Years of Membership

by Kristin Beane | Aug 18, 2018 | FPANE News, Home Page Features, Member News

30 Years Wanda Cantlin, CFP® 15 Years Erica Feldblum, CFP® Joseph Luiso, CFP® 10 Years Todd Mills, MSF,  CFP®
June 21: Metrowest Practice Group: Divorce Demystified

June 21: Metrowest Practice Group: Divorce Demystified

by Kristin Beane | Aug 14, 2018 | FPANE News, Home Page Features

An overview of the common financial issues present in a Divorce action and Post-Divorce Judgement action with Marc I. Schmelkin, Esquire Location: Michael S. Orentlich, CFP®, CLU®, ChFC®, CASL®, AEP® Office: 134 Turnpike Rd. Suite 300, Southborough, MA 01772 Time:...

September 20: NexGen: Tax Cuts and Jobs Act Expert Panel

by Kristin Beane | Jul 20, 2018 | Community News, FPANE News, Home Page Features

The FPA MA NexGen committee has organized a panel of top industry experts across multiple disciplines (tax, estate and investment management) to discuss the most prevalent implications of the recent tax reform bill.  Learn how these various experts are 1) educating...
July 10th: InvestmentNews: The Women Adviser Summit in Boston

July 10th: InvestmentNews: The Women Adviser Summit in Boston

by Kristin Beane | Jun 14, 2018 | FPANE News, Home Page Features, Member News

Attend the Women Adviser Summit in Boston, July 10th Location: The Colonnade Hotel Invest in your business, your brand and yourself. The InvestmentNews Women Adviser Summit, a one-day workshop now held in four cities due to popular demand, is uniquely designed for the...
July 19: FPA NNE & FPA MA Wine tasting: LaBelle Winery

July 19: FPA NNE & FPA MA Wine tasting: LaBelle Winery

by Kristin Beane | Jun 13, 2018 | FPANE News, Home Page Features, Member News

An Evening at LaBelle Winery – Celebrating Summer with the FPA of Northern New England and FPA of MA Take a well deserved break and join us for a summer evening social at LaBelle Winery in Amherst, NH. It is free for members and a guest. 4:00 to 7:00 PM Reserve...
August 7: Member FREE CE Day: MFS at the Prudential Center

August 7: Member FREE CE Day: MFS at the Prudential Center

by Kristin Beane | Jun 12, 2018 | FPANE News, Home Page Features, Member News

Thank you to MFS! *up to 7 CFP CE’s pending approval* MFS Prudential Center 111 Huntington Ave, Boston, MA 02199  
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