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Platinum Partners Artio Global Investors Bentley University Charles Schwab Chubb Personal    Insurance FBR Funds Forward Funds Managers    Investment Group Morningstar Pioneer Investments Prospect Mortgage Trust Company of America US Global    Investors Inc. Wellesley Investment    Advisors, Inc. William Blair Funds Gold Partners Silver Partners - 2009 Conference Laserfiche TD Ameritrade    Institutional   Web Site Terms and Disclaimers	Updated February 2, 2010 Check out our public pages for other important need to know information. FPA™ MA Financial Coaches Help Cancer Patients at Dana-Farber What will your 1 Thing be? Explore the possibilities… Help Educate Today’s Youth! Junior Achievement NEFE Program Junior Achievement is seeking a volunteer to teach the NEFE program (outline attached) at Shawsheen Tech HS in Billerica starting in the winter sometime. The NEFE program is a personal finance financial literacy program for high school students. Scope: (5) 45-minute sessions Topics: identity theft, credit, investment options, and more. If you are interested or would like to explore the opportunity, please contact admin@fpama.org. View program outline Help Educate Today’s Youth! Junior Achievement Business Ethics Program Junior Achievement is seeking one or two volunteers to teach two Business Ethics classes at Woburn High in Woburn. Please review the attached outline and email admin@fpama.org if you are interested or would like to explore the opportunity. View program outline The Dana-Farber Cancer Institute / FPAMA Pro Bono Financial Coaching Program - You are called to volunteer for a very unique and worthwhile volunteer opportunity! In a collaboration with the Dana-Farber Cancer Institute, volunteers will provide pro bono education or financial planning to patients and/or their immediate family caregivers who could not otherwise afford a planner. Some of the primary areas of concern for cancer patients and their families include debt, health insurance, government benefits, estate planning, and budgeting. We have helped over 50 families to date! Participation in this program requires that all pro bono planners attend a full-day training session, sponsored by FPA MA and the Dana-Farber Cancer Institute. Learn More… 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... We have had over 350 soldiers and families request our help. We need you to step up in this time of need! Learn how you can help the troops that serve us. More information on the National Military Initiative Information. Identity Theft - Keep your information safe...read how. Volunteer Opportunities - Share Your Passion & Knowledge 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. More public news... February 12, 2010 FPA MA Half Day Meeting with Ethics Session Bentley University | LaCava 8:30 am to Noon | Ethics Session 1:00 pm Asset Protection: Because It Takes A Lifetime to Build, But Only A Second To Destroy! with Paul Bernstein, Bernstein Law Group, PC Buy and Hold is Dead (Again): The Case for Active Portfolio Management in Dangerous Markets with Ken Solow, CFP, CLU, ChFC, Founding Principal and Chief Investment Officer for Pinnacle Advisory Group, Inc. Ethics Session with Patrick Kuhse For complete details and to register, click here. Massachusetts Financial Education Collaborative Survey Results During the summer of 2009, the MFEC conducted a survey of financial education providers and practitioners in Massachusetts to determine what financial education activities are being undertaken currently in the Commonwealth, how they are being delivered, and how a coalition can strengthen and support the work of current providers. The survey indicates that although there are a large number of organizations offering some type of program, these programs are not reaching most of the population. Further, the availability and accessibility of resources are distributed unevenly, predominantly within income brackets and age groups, but also geographically. Many respondents indicated interest in a centralized entity to facilitate and organize the delivery of financial education. View survey results The Financial Planning Association® (FPA®) of Massachusetts was recognized at FPA’s 2009 Chapter Leaders Conference as a Roadmap to Success Recipient and achieving an Outstanding Achievement Award. The chapter was also recognized for attaining the Pinnacle Award which requires extraordinary achievement annually for five consecutive years. January Membership Milestones Congratulations! 25 Years Anne Stevens 15 Years Richard Poitras 10 Years Timothy Barry Rawson Hubbell Stuart Danforth Elaine Bonoma Keep Your Contact Information Current! Please be sure to update your contact information with FPA National so that we know the appropriate way to reach you on important FPA MA news and events. Visit http://www.fpanet.org/Membership/EditProfile/. FPA MA Call for Service We need you! If you would like to join in furthering our mission, please fill out at 2010 nomination form! Download Application here. 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 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. Volunteer Opportunities Become a 2010 FPA™ MA Platinum Partner FPA MA Scholarship Information and Application Bentley Parking Permit Directions to Bentley About • Benefits • Career Opportunities • Media • Partners • Contact Us Public • Members Only • Join Today ©2010 Financial Planning Association™ of Massachusetts Hosted by Ashdown Technologies, Inc.