Jan 16: Webinar: High Tech Meets High Touch: The Rise of Personalization in Digital Wealth

Join us January 16 from 12-1 pm for the webinar: High Tech Meets High Touch: The Rise of Personalization in Digital Wealth The days of simple investment strategies and off-the-shelf products are quickly coming to an end. Today's connected Investors are demanding more...

December 6: Gala with a Goal

Join us on December 6th from 6 to 9 pm at the Boston Winery in Dorchester to benefit the Dana Farber Cancer Institute -Patient Assistance Fund  and the Massachusetts National Guard. These are two of FPA MA's nationally recognized pro-bono initiatives. Thousands of...

December 12: Cape Cod Practice Group Gathering: Fisherman’s View: Sandwich

Join us for the end of year celebration dinner at the Fisherman's View, Sandwich starting at 6:30 pm Great view and great friends. Celebrate with your colleagues on the Cape! One drink and appetizers will be provided by FPA MA. [maxbutton id="1"...

December 19: Webinar: Client Development In The Modern Age

December 19th at noon: Client Development In The Modern Age Cory Christiana from Russell Investments will discuss how finding clients and establishing client relationships has evolved and then highlight the best practices for growing your client base in the modern...

November 20: Webinar: Planning for the LGBTQ Community

Join us on November 20, 2019 at 12 noon for a webinar powered by T. Rowe Price The LGBTQ investor community is booming–controlling about $917 billion* of assets and growing. In addition, our research indicates that: They're ready to work with advisors The feel...

Coffee with a Resource: Three Part Series

Please join us for our popular Coffee With A Resource series, back this fall. All coffees will be held at Panera Bread in Newton Center (1241 Centre Street), from 8 to 8:45am. Coffee will be provided – bring your travel mug to fill up. This event is sponsored by the...

About the Financial Planning Association of Massachusetts

Since the year 2000, the FPA™ MA has sought to foster the value of financial planning and advance the financial planning profession in the Bay State. 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™MA 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™ MA 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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