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Updated
April 8, 2008
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Check out our public pages
for other important need to know information. |
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The Dana Farber Cancer Institute Project - You are called to volunteer for a very unique and worthwhile volunteer opportunity! In a partnership with Dana Farber Cancer Institute, volunteers will provide pro bono education or financial planning to patients and families who cannot afford a planner. There are four opportunities to consider: Assessor, Financial Coach, Speaker or Financial Expert. The primary areas of concerns seem to be: Estate planning, health insurance, debt, cash flow and investments.
Dana Farber requires all volunteers to attend training session which will include a sensitivity training before meeting with patients. This allows one to understand the emotional side of helping these people.
Please click here for more information on how you can participate.
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Military
Initiative - The Financial Planning Association™
of Massachusetts is committed to supporting our military
families - especially those who have family members
deployed as part of a reserve or National Guard unit.
Call the FPA of MA Referral Line - toll free - 866-804-0484.
You’ll be matched with a CFP® practitioner
who will work with you at no cost. Read
more...
More
information on the National
Military Initiative Information.
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| Local
Toll Free Referral Line |
| Identity
Theft - Keep your information safe...read
how. |
Volunteer
Opportunities - Share Your Passion & Knowledge
One
Family Scholars, Toni B. Wiley, Program Director, has made
the following appeal for instructors. One Family's mission is to END
HOMELESSNESS IN MASSACHUSETTS. "We are in the process of submitting our
application for the CHAPA seal of approval as a provider of First Time
Home Ownership workshops. Our intent is to offer courses primarily to
our 125 Scholars, female heads of households who have experienced or
been at risk of homelessness and are now on a course to higher
education and career stability. We are seeking qualified instructors
who would like to be considered as OFS instructors. We are not seeking
pro bono assistance and are confident that we would reach a reasonable
agreement with individuals and organizations to partner with us in
providing this training. We will provide an overview of the objectives
and deliverables required by CHAPA, and train-the-trainer sessions as
needed.
If you individually, and/or your organization, are able and willing to
assist us with workshops throughout the year, primarily on Saturdays,
generally at Northeastern University's Burlington campus, please let me
know as soon as possible, and I will be back in touch with more
information. twiley@OneFamilyInc.org
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Local
Toll-Free Referral Line
The FPA™ of Massachusetts has own local referral
number, 866-804-0484. This number is given out to consumers
who want to search for a CFP® licensee. |
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public news... |
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May 2, 2008
FPA MA Annual Conference
Location Seaport World Trade Center, Boston, MA
Click here for a detailed schedule
Featuring the Following Presentations:
Nerves of Steel: Focus when the heat is on
Kevin Elko, Ph.D.
The Good Life: Truths that Last in Times of Need
Reverend Peter J. Gomes, World Renowned Theologian
"No Rules" Retirement: The Boomer's Search for Meaning & Purpose
Carol Anderson, President, Money Quotient
Genius Work: Finding Inherent Strengths and Utilizing Them for Fulfillment and Profit
Megan Sillito, Lifeworks
Also featuring topics on Annuities, Estate Planning and the Current Economy.
A detailed schedule of the day will follow…
Click here for more information and to register!
Interested in Exhibiting at FPA MA’s Regional Conference?
Click here for more information.
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Coming Up...
Mark your Calendars for FPA™ MA's
2008 Programs!
Friday, May 2, 2008
Annual Conference
Seaport World Trade Center, Boston
September 19, 2008
Half Day Program
Bentley College, Waltham
November 21, 2008
Half Day Program
Bentley College, Waltham
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New
FPA MA Member Benefits Added
New
KEY Executive Offices
A full-service Executive Office Suites center in Marlborough, MA. Conveniently located at the junction of Route 495 and Route 20. FPA MEMBERS: Sign a 3 month lease and receive 2 months free!
New
Datasafe Information Services
Datasafe Information Services, a full-service information
security firm that assists businesses in complying with the
requirements of the Gramm-Leach-Bliley Act.
New
JoS. A. Banks Clothiers
Invest in a better image. This new benefit will help you diversify
your business attire as well as pay attention to the value
category.
Log
in to the members only area for more details
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Discussion
Forum
We have added a discussion board to the Members Only area that
will allow members to interact with each other. If you have
any subjects related to financial planning that you would like
to discuss please come to the discusstion board and share them.
If you have questions regarding financial planning, or practice
management, come to the board and ask them. It is a great way
for all of us to interact with each other! Log
in to the members only area. |
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Download
Free Samples of New Marketing Brochures
Recently updated, the Ask Your CFP® Professional
About... brochures are designed specifically for use
in your practice to assist you in effectively marketing
your practice and educating your clients. Now, view
content from each of the seven brochures online in PDF
format. Topics include financial planning, tax planning,
retirement, college planning, investments, estate planning
and insurance, and are available at substantial member
discounts. For more information or to place your order,
please visit
the online products store or contact an FPA member
services specialist at 800.322.4237 (404.845.0011 International).
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©2008
Financial Planning Association™ of Massachusetts
Hosted by Ashdown Technologies, Inc.
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