FPA™ MA Awards 2019 Financial Planner of the Year to Glenn Frank

FPA™ MA Awards 2019 Financial Planner of the Year to Glenn Frank (Westborough, MA – January 24, 2020) – The Financial Planning Association of Massachusetts is proud to announce that it has named Glenn Frank of Bedford, MA, as the recipient of its Annual Financial...

FPA Group Long Term Disability Insurance Open Enrollment

FPA Group Long Term Disability Insurance Open Enrollment February 3-21, 2020 No Medical Underwriting Required! Educational Webinars Will Be Hosted By John Ryan and Clay Kretsinger of Ryan Insurance Strategy Consultants February 5 and 12th 1:00 pm MST ​(12:00 pm PST,...

Feb 13: Cape Cod Practice Group

Join us from 8:30 to 10:30 am at the Cape Cod 5 Cents Savings Bank, Rte 6A, Sandwich. Want to grow your business in 2020?! Come learn from Mike Byrnes, national speaker, owner of Byrnes Consulting and head of the FPA's Coaches Corner, focusing in on business growth...

March 5: NexGen Speed Networking Event: Boston University

The FPA of MA NexGen group has designed an innovative networking experience that is a spin-off of the speed dating concept, except it’s made specifically for financial planning professionals! This is a fantastic way to meet several financial planning professionals and...

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...

Save the dates.. Stay tuned for registration information

Upcoming Events: Stay tuned for more information and registration... and even more events as we get our webinars and coffee with a resource series set! February 6th: South Shore Practice Group Meeting February 13th: Cape Cod Practice Group Meeting March 5th: NexGen...

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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