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 15: Women’s Initiative Joint Spring Networking Reception

Please join: Boston Women in Finance, CFA Society Boston, Massachusetts Society of CPAs, Women in ETFs Boston, Women's Initiative of the Massachusetts Financial Planning Association,  Women in Investing; Networking & Supporting (WINS), and Women Investing in a...
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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 22: Webinar – IPC Alternative Real Estate Income Trust, Inc

Join Brendan Tammany, Vice President |Private Capital Consultant of Inland Securities Corporation ALT REIT is a public, non-listed, monthly-valued, perpetual-life entity with a demographic-driven strategy focused on alternative real estate sectors. ALT REIT intends to...
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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

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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About the Financial Planning Association of New England

Since the year 2000, the FPA® NE has sought to foster the value of financial planning and advance the financial planning profession in New England. Our 900 members are dedicated to the financial planning process, which entails establishing personal and financial goals and creating a way to reach them. FPA® NE believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP® certificant.

Many FPA® NE members engage in philanthropic pro bono work in their communities. They also recommend legislation, elevate public awareness, promote financial literacy, and advocate for sound economic and tax policies. We welcome all those who advance the financial planning process and promote the CFP® mark as the cornerstone of the financial planning profession.

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