Upcoming Events

May 15: Jump AI – Slash Meeting Admin by 90%

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...

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May 20: Estate Planning; How to Plan- After the Election

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...

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May 22: NexGen & MassCPAs Coffee Meet Up

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...

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June 12: NexGen Topgolf Event – Powered by Harbor Capital

June 12: NexGen Topgolf Event – Powered by Harbor Capital

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, this...

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