Happy New Year

We at FPA of New England wish you a healthy and Happy New Year! New Year, new events, join us in 2022.

January 26: Gift Giving Strategies with G&N Insurance

Your clients have enough chocolate. They don’t need pens. Happy Birthday cards end up in the trash. Your gift strategy should get you what you truly want: grateful clients and more referrals. G&N Insurance implemented a gift-giving strategy in 2014 that helped...

January 31: Mortgage Mondays with Mortgage Network

January 31 @ 12 noon with Donna & Matt for Mortgage Mondays powered by Mortgage Network Inc. Join Donna and Matt McKeown from Mortgage Network Inc. for a General Update. Get all your mortgage questions answered! [maxbutton id="1"...

February 2: Investment Strategies for Long-Term Income

Join David Marra of Markin Asset Management as he discusses the topic of Investment Strategies for Long-Term Income: • The client: assets, consumption and liabilities • The investment: asset allocation and risk-management • Investment strategies [maxbutton id="1"...

February 3: Social Security Series for Financial Professionals

Join us February 3rd from 12- 1 for Session 2 of 4 Part - Social Security Series for Financial Professionals with  Marcia Mantell, Social Security Maven for this interactive series on social security. Session 2: Married Couples Refresher on the calculations Questions...

Wicked Pissah Podcast: Episode 99 – Donna Allard & Kris Tower, OneFPA Advisory Council

Former FPA Chapter Presidents Donna Allard from Rhode Island and Kris Tower from Colorado share their thoughts on the OneFPA Advisory Council and how it facilitates better communication between the association and its members and how it provides macro strategic input...

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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