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Platinum Partners Artio Global Management LLC Bentley University Chubb Personal    Insurance FBR Funds Forward Funds Managers    Investment Group Pioneer Investments Prospect Mortgage Provider Insurance    Group William Blair Funds US Wealth    Management, LLC Gold Partners Charles Schwab Silver Partners - 2009 Conference Laserfiche Legg Mason TD Ameritrade    Institutional   Web Site Terms and Disclaimers	Updated June 10, 2009 Check out our public pages for other important need to know information. Imagine if we all Do 1 Thing! Upcoming Volunteer Opportunities with FPAMA…What Will Your One Thing Be? FPA™ MA Member and Platinum Partner Steven Forss, Pioneer Investments, Does 1 Fabulous Thing… What will your 1 Thing be? Explore the possibilities… 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. The next training is to be announced. 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... 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... May 20, 2009 Annual Conference a Success! Coming soon… Online video of Zvi Bodie's presentation, Life Cycle Investing. Save The Date September 11, 2009 Half Day meeting with special National Guests on Listening Tour! at Bentley College Marv Tuttle and Richard Salmen will work with you to learn how FPA can better support the personal success of members and the success of the profession as a whole. Be a part of the conversation! 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. Congratulations to our June Member Milestones! 20 Years Joseph Robbat 15 Years Daniel Sheehan Christine Theroux Charles Lawson 10 Years Steven Daury Judith Beatrice Robert Bartley Carlotta Estermann Paul Games 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 Put your message in the next issue of The Planner Become a 2009 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 ©2009 Financial Planning Association™ of Massachusetts Hosted by Ashdown Technologies, Inc.