Upcoming Events
May 5: Navigating Senior Living – Understanding the Options
Join Ginger Noce and Kristy Kennedy, founders of Silver Bridges Consulting for this timely webinar. Navigating senior living is complex and confusing as there are many options available in the market. In this presentation participants will gain an understanding of...
May 7: Xtrackers Webinar – Artificial Intelligence – machines take over
Join FPA NE and Maria Milina, PhD., Research Analyst on the DWS Research Institute Team for: Artificial Intelligence – machines take over Artificial Intelligence (“AI”) is poised to reshape the global economy, with the potential to add trillions of dollars to global...
May 12: Wicked Good Membership 101
Join us for Wicked Good Membership 101 on May 12th at noon. Membership Director Karen Van Voorhis will give an overview of the wide-ranging benefits available to you as a member. Whether you are new to FPA or a seasoned member, this webinar is for you! [maxbutton...
May 15: Jump AI – Slash Meeting Admin by 90%
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 detailed...
May 20: Estate Planning; How to Plan- After the Election
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...
May 22: NexGen & MassCPAs Coffee Meet Up
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 looking to...
May 29: No FAFSA’n around: A Wicked Smaht Guide to College Planning
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...
May 29: Women’s Initiative Joint Networking/lunch & learn
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...