Financial Capabilities Day at State House!

Financial Capabilities Day at State House! The day dawned crisp and sunny in Boston as MassSaves, a nonprofit dedicated to providing financial literacy to residents connected with the Mass. Financial Education Collaborative (MFEC), stormed Beacon Hill to kick-off AmericaSaves week. The main purpose of the day was to promote a financial literacy bill to ...

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Financial Planning Lessons Learned from ‘Breaking Bad’

Time and time again Walter White was confronted with a viscous cycle of problems followed by opportunity followed by problem then opportunity. His reaction to each was to focus escalating energy and resources at each individual problem as it would be the last hurdle he would face. Hardly the ...

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How Well Do You Know Your Money?

Watch FPAMA's new series of short videos asking the "man/woman in the street" some basic financial questions.  Click here for Part ...

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Oct 11 Member Half Day Meeting with Ethics

October 11 FPA MA Member Half Day Meeting with Ethics
Friday| 8:00 am registration & breakfast

Register today

https://www.fpama.org/members/eventreg/

Jeff Rattiner, CPA, CFP, MBA, RFC will present:

Using a Form 1040 from a Financial Planning Perspective (1cfp ce pending)

Selecting the Appropriate Retirement Plan for the Closely Held Business Owner (1cfp ce pending)

Financial Planners Ethical Dominance: Achieving all ...

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Sept 25 Members Only Focus Meeting: Succession Planning

Members Only Focus Meeting:
Succession Planning
Wednesday, September 25, 12:00-2:00 pm
Hyatt Place, Braintree

This September, the FPA's focus group meeting will change how you think about succession planning. Like most financial planners, you own a book of business, better yet, you are a business owner. Guess what? You may not believe it now, but someday, ...

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Financial Planning Association™ of MA announces Dave Caruso, CFP® as Recipient of the First Financial Planner of the Year Award

DANVERS AND BOSTON, MA, ISSUED APRIL 17, 2013…Financial Planning Association™ of Massachusetts (FPA MA) has selected Dave Caruso, CFP® as the first recipient of the Financial Planner of the Year ...

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The Financial Planning Association™ of Massachusetts helps people improve their lives by emphasizing the benefits of financial planning. Our vision is furthered through a professional code of ethics, continuing professional education and philanthropic community involvement.

For the General Public interested in starting their planning journey, seeking tools or more information. Click here to learn more.
Useful resources for member of FPAMA and other financial planning professionals. Click here to learn more.
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