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June 7: Women’s Initiative Joint Summer Networking Reception

June 7: Women’s Initiative Joint Summer Networking Reception

by Kristin Beane | May 18, 2022 | FPANE News, Home Page Features, Member News

Please join CFA Society Boston, Boston Women in Finance, Women in ETFs Boston, Women in Investing; Network & Supporting, and Women Investing for a Sustainable Economy, Women’s Initiative of the Massachusetts Financial Planning Association, and Massachusetts...
June 9-10: Wicked Good Talks – Falmouth, MA

June 9-10: Wicked Good Talks – Falmouth, MA

by Kristin Beane | May 17, 2022 | FPANE News, Home Page Features, Member News

Join us June 9th and 10th at the Sea Crest Beach Hotel in Falmouth, MA for Wicked Good Talks June 9th: Beginning at noon 9 Holes of Golf at Brookside Club Scenic bike ride on The Shining Sea Bikeway Welcome Reception at the Sea Crest to Follow June 10th: Full Day...
The FPA Virtual Externship is back!

The FPA Virtual Externship is back!

by Kristin Beane | May 15, 2022 | Consumer News, FPANE News, Home Page Features, Member News

We created the FPA Virtual Externship for YOU. Our goal with this externship is to support students, new professionals, career changers, experienced professionals and those who are entirely new to financial planning – with unique insights into the profession. No...
May 20: Half Day In-Person Event in Portsmouth, NH

May 20: Half Day In-Person Event in Portsmouth, NH

by Kristin Beane | May 4, 2022 | FPANE News, Home Page Features, Member News

Please join us for our first in-person meeting of the season! Registration from 9:00 to 9:30 am Session 1: Steven Ryder, President and Founder of True North Networks, Inc. will present: Lessons Learned from SEC Audits. This session will include an overview of the...
April 11: PLAN of MA & RI Presents: An Overview of Special Needs Trusts

April 11: PLAN of MA & RI Presents: An Overview of Special Needs Trusts

by Kristin Beane | Mar 31, 2022 | FPANE News, Home Page Features, Member News

Join Joan McGrath and Kathy Vitello of PLAN MA & RI. PLAN of MA & RI is a 501(c)3 nonprofit organization that offers Special Needs Trusts to people of any age with any disability, helping to preserve their assets, protect their access to public benefits, and...
March 23: NexGen: Virtual Speed Networking Event

March 23: NexGen: Virtual Speed Networking Event

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...
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Recent Posts

  • May 23: Mortgage Mondays with Mortgage Network
  • May 24:NexGen Breaking into the Financial Planning Industry
  • June 7: Women's Initiative Joint Summer Networking Reception
  • June 9-10: Wicked Good Talks - Falmouth, MA
  • The FPA Virtual Externship is back!

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