by Kristin Beane | Jun 13, 2022 | Consumer News, FPANE News, Home Page Features, Member News
Help Us Improve Your FPA Membership Experience Tell us what you like. Tell us what you love. Tell us how we can do better. We want to hear from you about the programs and benefits you currently enjoy as part of your FPA membership experience and how we can continue to...
by Kristin Beane | May 23, 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...
by Kristin Beane | May 22, 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 CFP Board Ethics with Bonnie Kirchner Bonnie is a Certified Financial Planner ™ practitioner and a CFP Board Ethics instructor with a MS degree in Taxation from Bentley...
by Kristin Beane | May 21, 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...
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...
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...