October 15- December 7: Medicare Open Enrollment

Did You Know That It’s Medicare Open Enrollment?

This is the perfect time to work with your clients to review their health insurance needs and coverage.

From $0 premium Medicare Advantage Plans to Medicare Supplement Plans, Blue Cross Blue Shield of Massachusetts offers a wide range of plans that deliver the right amount of coverage for each ...

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November 7: Coffee With A Resource

Wednesday November 7th: Todd Weaver, a consultant who helps families with all aspects of planning for college, including financial aid, the college search, finding a good match, and the application process

Location: Gathering will be held at ...

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November 13: Wicked Cool Talks

Register now for Wicked Cool Talks on November 13th and save 25%! Come hear Julie LIttlechild speak, author of The Pursuit of Absolute Engagement, along with Anna Byrne, JD, Gina Arons, PsyD, and Patricia C. D'Agostino, Esq. Topics will range from Client Engagement, Estate Planning, Long-Term Care, helping recently Widowed clients, and more. Register now ...

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November 14: Financial Planning Career Night at BU

Whether you’re an employer looking for talent or a student exploring a new career path, the Financial Planning Career Night event is for you.

Jennifer Moran, CFP®, and FPA–MA president, along with Carolynn Tomin, CFP® and BU program director, will introduce the panelists.

6:00 to 6:30         Check in & Networking at BU's Metcalf Trustee Center

6:30 ...

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December 7: Gala with a Goal at Dana Farber

Join us for a great night of celebrating and giving back to the Dana Farber Patient Assistance Fund.

This night will be a great chance for us to celebrate our volunteers and share time together.

During the holidays the number one request for assistance, is for food and transportation. Please bring a Stop n Shop, Market Basket ...

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October 16: Coffee With A Resource: Michael Sherman

This fall the Massachusetts FPA has organized several morning “coffees with a resource,” meant to be casual morning presentations/conversations with area professionals who may prove to be valuable resources for advisors or their clients. Please join us on the following dates for everything you ever needed to ...

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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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