January 10: Webinar: The Blended Retirement System: Understanding the Military's New Retirement System

The Blended Retirement System: Understanding the Military's New Retirement System

January 10, 2018 from 12:00 to 1:00 PM

In this webinar, FPA MA Member owner of Green and Gold Financial Planning- John Cooney will guide us though the Military's new Retirement System:

  • Background on Current Retirement System
  • Reasons for Changing Systems
  • Affected Groups
  • Blended Retirement System
  • Opt-In Decision
  • What Can Service Members Do ...


January 12: Women's Study Group: Financial Planning Software

Join us for the Women's Study Group on January 12th from 3-5 pm at Centinel Financial in Needham.

The discussion will be on Financial Planning Software and Financial Planning Process Best Practices.

Please let us know if you are interested in attending. Contact ...


January 25: Boosting Your Media Visibility

Boosting Your Media Visibility: Maximizing FPA MediaSource in Your Business

Join the FPA of Massachusetts and FPA Director of Public Relations Ben Lewis for an interactive session on how you can amplify your presence in the media through FPA MediaSource. This live, in-person session will touch on the necessary skills required to engage journalists and provide ...


January 26: Dana Farber Coach Training

Volunteer to become a Dana-Farber financial coach. Training for this nationally recognized pro bono opportunity on January 26th from 9:30 to 4:30 at Dana Farber

Imagine hearing the words, “You have cancer”.  Now imagine a life full of doctor appointments, numerous tests and fear and wondering if you are going to be ok.  As bad as ...


Happy Anniversary

15 Years

Charlene Dolan, CFP®, AIF(R)

Dolores Kong, CFP®, EA

James Carey, CFP®

10 Years

Howard Cowan, CFP®

Kevin Mafera, CFP®

5 Years

Shaun Erickson, CFP®

Gregory ...


December 8: Gala with a Goal at Dana Farber

Join us for a great night of celebrating and giving back to the Dana Farber Patient Assistance Fund.

This night will be a great chance for us to celebrate our volunteers and share time together.

During the holidays the number one request for assistance, is for food. Please bring a Stop n Shop or Market Basket Gift ...


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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