August Practice Group Meetings: Stoughton, Cape Cod, Southborough

Join us for our August Practice Group Meetings

 

August 2nd: Boston South Group

The Nuts and Bolts of using FPA Connect. Come hear how other members are using this important benefit.

Time: 8:30 to 10:30 am

Location: Stonestreet Financial, Inc. 532 Page Street, Stoughton, MA

 

August 9th: Cape Cod Group

Client Loyalty 

Time: 8:30 to 10:30 am

Location: Cape Cod 5, Sandwich MA

 

August 16th: Metrowest ...

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August 7: Member FREE CE Day: MFS at the Prudential Center

Thank you to MFS for hosting the event.

8:00 to 9:00 am               Registration

8:50 to 9:00 am               Welcome

9:00 to 9:50 am               Global Investment Perspective

10:00 to 10:50 am            Tax Planning Tips for 2018

11:00 to 11:50 ...

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August 9: Women's Summer Cocktail Series: Newton 5:30-7:30pm

Join the FPA MA Women's Group for the Summer Cocktail on August 9th ...

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November 13, 2018: Full Day Conference: John Hancock

Full Day Meeting at John Hancock in Boston! Stay ...

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November 14, 2018: Financial Planning Career Night BU

Attend a Career Night with Financial Planning Professionals. Whether you are an employer looking to find talent or looking to explore a different career path in financial planning, this event is for you! Co-sponsored by Boston University!

THE PROGRAM

6–6:30 p.m. Check-in and networking
6:30–7:45 p.m. Panel presentation
7:45–8 p.m. Q&A
8–9 p.m. Networking and refreshments

Reserve ...

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FPA MA Members Named Most Influential Investors

Congratulations to Investopedia's Most Influential Advisors: FPA Members: Chris Chen, Jamie Ebersole, Jeff Tomaneng, John Napolitano and Marc ...

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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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