How a Financial Advisor Can Keep You Out of Trouble with the IRS
Recently I was talking with an investment advisor about what we do and how we work with clients. I mentioned that I had been following up with clients who had Solo 401ks, explaining that I have a new client who has a Solo ...
FOR IMMEDIATE RELEASE: April 6, 2016
CONTACT: Kristin Beane, FPA MA, 508-839-2900, email@example.com
DOL Fiduciary Rule Announced.
WESTBOROUGH, MA – The Financial Planning Association™ of Massachusetts (FPA™ MA) response to the DOL Fiduciary Rule
The long anticipated fiduciary rule has finally arrived. With the passage of time, the real impact of this rule will eventually reveal itself to the financial ...
One Great Topic: Two Locations!
April 7, 2016 in Braintree and April 14, 2016 Cape Cod
Why do you need to have your own marketing plan? The short answer is to get more meetings with your ideal targets. How many fresh leads do you have sitting on your desk every morning? Your firm may have a marketing ...
Join us for an honest, informative and thought provoking panel discussion about the role millennial women play in the future of the financial planning industry, as planners as well as sought after clients.
Attend and discover:
- The top 3 reasons the financial planning industry is actively recruiting millennials, with a focus on hiring more women
- The myths and ...
Register today. Early Bird Registration Ends April 1st. Register Here
Babson Executive Conference Center: Wellesley
Thursday, May 5th
2:00-4:00 pm Ethics Session with Dan Candura (2 CE’s) (additional fee of $50 for members, $75 for non)
5:00-7:00 pm Cinco De Mayo Reception with special guest economist Jodi Beggs (1 CE)
Thursday evening is Cinco de Mayo and BMO Global ...
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.