September 10, 2010
FPA MA Half Day Meeting
Bentley University, Waltham, MA
Register Today!
Registration 7:30 am • Meeting 8:30 am to Noon
Sponsored Luncheon Noon - 2:00 pm
Christopher L. Foote, a senior economist and policy advisor in the research department at the Federal Reserve Bank of Boston, currently serves as advisor to the Center for Behavioral Economics and Decision making. His talk "What Caused the Great Recession" will discuss the causes, how the recovery is progressing, and what we can expect in the near term regarding economic policy and economic performance. We also will discuss how economic events in Europe and Asia will affect the recovery in the United States. Particular focus will be placed
on the real estate sector, including the commercial, retail, residential segments.
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James A. Barnash, CFP®, vice-president of Branch Development for Capital Analysts Inc., a new age broker-dealer. Jim’s responsibilities include sourcing, assessing and developing new firm relationships and organic growth for existing associates. Jim will present “Working With Your Clients In The Face of the New Economy”, a session that will enlighten you on where the consumer economy has headed; what you must do to align your service model to provide the elements consumers are looking for; new tools you can learn and use to better communicate and build lasting trust with your clients.
FPA MA “Town Hall” providing your FPA MA Board of Directors with the opportunity to report news, events, chapter financial information, etc. to the membership. More importantly, however, the “Town Hall” is also designed to be a forum for the membership to speak out and be heard on any topics that are of interest to you. This event has been very well received in the past and we expect that this year’s “Town Hall” will be equally well received.
Sponsored Luncheon - Are you looking to add a time-tested investment strategy to your respective financial practice? If so, please join us for a Platinum Partner's sponsored luncheon immediately following our September 10th quarterly meeting. Stay for lunch with our partner, Wellesley Investment Advisors, Inc. to learn more about the Miller Convertible Fund (MCFAX). Please sign up for this free lunch with 1 CE credit (pending) when you register for the September quarterly meeting. |
Attend FPA Denver 2010 through FPA Diversity Scholarships
FPA Diversity Scholarship applications to attend FPA Denver 2010 are due August 27! Scholarship awards include 1-year free FPA membership, admission to FPA Denver 2010 (October 9-12), and some travel expenses.
Through these scholarships FPA strives to increase professional opportunities for the widest spectrum of people so that all may join and thrive in the financial planning profession. To learn more about the FPA Diversity Scholarship or to apply for this year's scholarships, please visit: www.FPAnet.org/Connect/. |
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FPA Member Logos Launched
FPA launched a much-anticipated member benefit: FPA Member Logos. It is an important development in promoting the FPA mark among members, other financial services professionals and, of course, the public at large. We wanted to share this information with you in advance of introducing the program to the full membership. Login to read more. |
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New
FPA MA Member Benefits Added
New Improved PlannerSearch…
Be sure to update your profile by clicking here.
Check out the new Member Discount/Insurance Programs at National
Click here for details
Career Coaching and Personal Branding Consulting
New Aspire! Clients received a 20% discount on monthly coaching fees and coaching assessments.
FedEx Kinkos
FPA and FedEx are working together to bring you special FedEx discounts. Save up to 21% on select FedEx® shipping services and up to 15% on select FedEx Office services — no enrollment fees.
Log
in to the members only area for more details |
