by Kristin Beane | May 12, 2025 | FPANE News, Home Page Features, Webinars & Events
Come learn why thousands of advisors are using Jump’s AI to become more efficient and deliver more personalized service for clients. Jump is an AI meeting assistant designed specifically for Financial Advisors. Jump helps advisors prepare for meetings, create...
by Kristin Beane | May 11, 2025 | FPANE News, Home Page Features, Webinars & Events
Join us for Guy’s Wicked Smahht People Webinar Series, featuring Kevin Quinn. This course will delve into the practical effects and solutions should the TCJA sense, should it be extended, and should there be new and unique legislation involving estate taxes, capital...
by Kristin Beane | May 10, 2025 | Community News, FPANE News, Home Page Features, Webinars & Events
All are welcome to join FPA NexGen and the MassCPAs for a casual coffee meetup at Tradesman Coffee Shop from 8AM to 9AM. We’re brewing up great conversations, new connections, and a chance to bridge the gap between financial planning and tax. Whether you’re...
by Kristin Beane | May 9, 2025 | Community News, Consumer News, FPANE News, Home Page Features, Webinars & Events
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 Financial Planning Association of New England, and Massachusetts...
by Kristin Beane | May 8, 2025 | FPANE News, Home Page Features, Member News, Webinars & Events, Wicked Good Half-Day Talks
Join us on 5/29 at the Union Bluff in York, ME for a deep dive into the dollars, data, and decisions behind college planning. From understanding financial aid formulas to selecting the best college to calculating ROI, our expert speakers will give you the tools you...
by Kristin Beane | May 7, 2025 | Community News, FPANE News, Home Page Features, Webinars & Events
Ready to tee up a great time? Join FPA NE NexGen and Bryan Griffin, CFP®, Regional Investment Consultant – New England at Harbor Capital, for an evening of swings, snacks, and sips at Topgolf in Canton! Whether you’re a golf pro or just in it for the laughs,...
