October 15: BCBS: Medicare Open Enrollment

Did You Know That It’s Medicare Open Enrollment?

This is the perfect time to work with your clients to review their health insurance needs and coverage.

From $0 premium Medicare Advantage Plans to Medicare Supplement Plans, Blue Cross Blue Shield of Massachusetts offers a wide range of plans that deliver the right amount of coverage for each ...


October 16: Coffee With A Resource: Michael Sherman

This fall the Massachusetts FPA has organized several morning “coffees with a resource,” meant to be casual morning presentations/conversations with area professionals who may prove to be valuable resources for advisors or their clients. Please join us on the following dates for everything you ever needed to ...


October 18: Practice Group: Metrowest

The Top 10 Things Adviosors Need To Know About Reverse Mortgages

Join us for networking and a presentation with Rob Foos of Slade Mortgage from 8:30 to 10:30am. Meeting to be help at Michael Orentlich's office at 134 Turnpike Rd. Suite 300, Southborough, MA.

1 CFP CE pending ...


October 24: Annual Women's Networking Event

“How Women Will Impact The Midterm Elections and How The Midterm Elections will Impact Women”

Women of FPA! Please join us for the traditional Women’s Annual Networking night hosted by the FPAMA Women’s Committee on Wednesday, October 24th from 4 to 7 pm at 888 Boylston Street in Boston. Our guest speaker this year is Susan ...


November 7: Coffee With A Resource

Wednesday November 7th: Todd Weaver, a consultant who helps families with all aspects of planning for college, including financial aid, the college search, finding a good match, and the application process

Location: Gathering will be held at ...


November 14: Financial Planning Career Night at BU

Whether you’re an employer looking for talent or a student exploring a new career path, the Financial Planning Career Night event is for you.

Jennifer Moran, CFP®, and FPA–MA president, along with Carolynn Tomin, CFP® and BU program director, will introduce the panelists.

6:00 to 6:30         Check in & Networking at BU's Metcalf Trustee Center

6:30 ...


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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