May 7: Wicked Good Talks: Fourpoints Norwood

Wicked Good Talks™  May 7, 2018

Investment advisers face an evolving landscape of challenges in pursuit of the limitless opportunities in growing their business. Rising to those challenges, the FPA of MA brings you a “one-of-a-kind” symposium, Wicked Good Talks™.

Wicked Good Talks™ is designed by a team that laughs at the usual lecture-based conferences. Instead, our ...


March 14 Webinar: ERISA based health insurance

March 14 Webinar: ERISA based health insurance with Victor Lugo of the Employer Advantage Group

12 to 1:00 pm. 1 CFP CE pending approval.

This webinar will review

History of ERISA based self-funding and why you should self-fund

Register ...


March 28: NexGen Speed Networking Event at BU

It’s finally here… the most talked about NexGen event in the history of FPA MA. We’re creating an explosive conversation between the top young planners in the state and the most sought after financial planning firm owners this side of the Mississippi… and it’s happening in a real life castle!

Are you a motivated young financial ...


FPA MA Scholarship: Accepting Applicants

FPA MA Scholarship: Accepting Applicants Criteria:

  • Is currently enrolled in a CFP® program administered by an accredited university or college registered with the CFP Board of Standards. (The scholarship may be used towards a review course.)
  • Have the intention of becoming a CFP® certificant by fulfilling all education requirements and sitting for the CFP Board of Standards ...


FPA Member Benefit: Open Enrollment for Group LTD Insurance starts today.

FPA Member Benefit: Open Enrollment for Group LTD Insurance starts today.

Enroll now or sign up for a webinar from Ryan Insurance to learn more. FIND OUT MORE

February 8: Cape Cod Practice Group: HSA's-Tax Deductible - Tax Deferred -Tax Free!

Cape Cod Practice Group Meeting on February 8th at 8:30 AM at Cape Cod 5 in Sandwich.

Tax Deductible - Tax Deferred -Tax Free!  Try and find that somewhere else in the tax code.  HSA's are going to quickly become a significant tool for health care planning, retirement and tax management.  You will want to know ...


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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