Upcoming Events

June 5: Wicked Good Succession Summit

June 5: Wicked Good Succession Summit

This event is for you wherever you are in your career. This full day event will connect firms and advisors while covering what you need to know about successful succession planning. Hear from experts on tax planning, what the current RIA M&A market looks like,...

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May 21: Wicked Good Membership 101

May 21: Wicked Good Membership 101

Join us for Wicked Good Membership 101 on May 21st 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...

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May 29: Webinar – Advocate for Your Fee

May 29: Webinar – Advocate for Your Fee

Join the FPA of New England and Brian Fitzgerald, Senior Investment Consultant, Clark Capital, CFS ®, BFA ™ for Advocate for Your Fee – What Most Financial Advisors Get Wrong About Client Communication. As Financial Advisors, we all know that we need to consistently...

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June 7: Dana Farber Pro Bono Coach Training

June 7: Dana Farber Pro Bono Coach Training

Become a Dana-Farber Financial Coach Imagine hearing the words, “You have cancer”.  Now imagine a life full of doctor appointments, numerous tests and fear and wondering if you are going to be ok.  As bad as that all is, imagine losing your job, not being able to pay...

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