August 8: Cape Cod Practice Group Meeting with First Trust

What are the industry’s largest producers doing differently than you to bring in $50 to $100 million in new accounts annually? Why a “small change” in your clients presentations can lead to a big change in your assets under management. What to say, do, and show at your very next meeting!

Why First Trust was named ...

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Sept 28: Women's Study Group: Client Onboarding

FPA of MA Women's Group recently launched an informal study group for women advisors with the purpose of sharing best practices, learning from each other, gaining insights on financial planning practice topics and simply meeting other like-minded women-financial planners from the Greater Boston area.

Our next gathering will take place on Friday, September 28, from 3 pm to ...

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August 18: Member FREE CE Day: John Hancock

August 18, 2017 from 8-5 pm

Free CE day for our FPA MA Members. Thank you to John Hancock for hosting our full day of CE!

We look forward to cutting edge presentations by:

Blue Cross Blue Shield, First Trust, Jefferson National, Northeast Investors, RIA in a Box, The Options Industry Council and Slade Mortgage

This day is a ...

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September 15: Half Day Program: Wellington Management

Join us at Wellington Management at 280 Congress Street, Boston

Parking and Lunch are included courtesy of The Hartford Funds

Registration 7:30 to 8:15. Program runs from 8:30 to 3:00 Register here

As part of the Nationwide Retirement InstituteSM Speaker Series, Sheri Fitts brings her expertise to you: Elevate Your Profile: Social Media Brand Strategies to Grow Your ...

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Congratulations Seth Corkin: Volunteer of the Year

Financial Planning Association™ of MA:  Seth Corkin, CFP® named the 2017 FPA™ MA Volunteer of the Year

FOR IMMEDIATE RELEASE

CONTACT: Kristin Beane, FPA MA, 508-839-2900, admin@fpama.org

Needham AND Westborough, MA, ISSUED May 23, 2017…Financial Planning Association™ of Massachusetts (FPA™ MA) has selected Seth Corkin, CFP®, ChFC®, as the 2017 recipient of the Volunteer of the Year Award.

This ...

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Congratulations Dan Galli: Financial Planner of the Year

Financial Planning Association™ of MA former Chair Daniel J. Galli, CFP® named the 2017 FPA™ MA Financial Planner of the Year

FOR IMMEDIATE RELEASE

CONTACT: Kristin Beane, FPA MA, 508-839-2900, admin@fpama.org

Norwell AND Westborough, MA, ISSUED May 20, 2017…Financial Planning Association™ of Massachusetts (FPA™ MA) has selected Daniel J. Galli as the 2017 recipient of the Financial Planner ...

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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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