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FPA MA Member Spotlight: Kristen Heller, CSRIC™ of Baystate Financial

FPA MA Member Spotlight: Kristen Heller, CSRIC™ of Baystate Financial

by Kristin Beane | Jul 6, 2021 | Home Page Features, Members in the News

Financial Planning Association of New England recently launched a new Member Spotlight program to feature our members and their businesses, activities and accomplishments, community involvement, and more! Today we spotlight Kristen Heller, CSRIC™ of Baystate...
FPA MA Member Minute with Liz Garvey

FPA MA Member Minute with Liz Garvey

by Kristin Beane | Jun 15, 2021 | Home Page Features, Member News, Members in the News

June 23: Integrating Time, Money & Joy into Your Planning Process? Webinar Focus Retirement “Encore” Planning

June 23: Integrating Time, Money & Joy into Your Planning Process? Webinar Focus Retirement “Encore” Planning

by Kristin Beane | May 21, 2021 | FPANE News, Home Page Features, Members in the News

Join us at June 23rd at 12 noon: Integrating Time, Money & Joy into Your Planning Process? Webinar Focus Retirement “Encore” Planning Glenn Frank will present. Time and money are invariably in tension with everyone’s desire to be happy. If the goal is to maximize...
Member Spotlight: Brendan Maloy

Member Spotlight: Brendan Maloy

by Kristin Beane | Feb 28, 2021 | FPANE News, Home Page Features, Member News, Members in the News

Financial Planning Association of New England is launching a new Member Spotlight program to feature our members and their businesses, activities and accomplishments, community involvement, and more! Today we spotlight Brendan M. Maloy, CFP® of Insight Financial...
Thank you to our newest members of the Dana Farber pro bono coaching program

Thank you to our newest members of the Dana Farber pro bono coaching program

by Kristin Beane | Mar 25, 2019 | Community News, FPANE News, Home Page Features, Member News, Members in the News

Thank you to our members that recently took the latest Dana Farber Pro Bono Coaching training. Sasha Diane, Andy Cipro, Martin Shore, Murad Royal, Garth Fondo, Jim Thompson, Karen Busanovich, Tom Childs, and Peter Martin. Thank you to Rick Fingerman who has been the...
What will you do with your tax refund?

What will you do with your tax refund?

by Kristin Beane | Mar 25, 2019 | Community News, FPANE News, Home Page Features, Member News, Members in the News

What are you going to do with your refund? FPA MA President Elect Brad Wright on WCVB
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