December 2: Half Day Meeting: Danvers

Give for the Holidays. Bring an unwrapped toy to support our National Guard Military Families

  • DOl Ruling Panel Discussion
  • How to Market to the Mass Affluent
  • Special luncheon presentation: Ask the HR Experts powered by Tri-Net. Get answers to your hot button questions. Up to 3.5 CFP CE's Pending

7:30 to 8:15 Registration


2016 Financial Planner of the Year Award Nominations

The time is now to nominate your colleagues for the Annual Financial Planner of the Year Award.

Contributions (at least one must apply)

●History of involvement in the FPA of MA (attends meetings, committee membership, volunteer work)

●Community service (public speaking, teaching, pro bono)

●Career development for new entrants to the profession

●Advocacy on behalf of the profession with government, ...


Nov 30 NexGen Year End Celebration

All are welcome to join the year end celebration at Cinquecento in the South End, Boston.

Drinks and refreshments will be provided. Please bring a gift card to benefit the patient assistance fund at Dana Farber Cancer Institute - Our pro bono partner.

500 Harrison Ave in Boston. 5:30 to 8:00 pm

RSVP ...


November 10: Career Night at BU

Attend a Career Night with Financial Planning Professionals. Whether you are an employer looking to find talent or looking to explore a different career path in financial planning, this event is for you! Event to be held at BU Trustee Center from 6-9 pm.

Reserve your spot here

Employers will have tables at the event. Stay ...


October 28: Dana Farber Coach Training

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 that all is, imagine losing your job, not being able to pay your rent or mortgage or wondering how you can pay for heat ...


October 13: Cape Practice Group: How to Attract, Pay and Retain Talent

How to Attract, Pay and Retain Talent by Diane McGwin, Newfound Associates

MA FPA Cape Cod Practice Group Meeting on October 13, 2016 at 8:30 AM to be held at

Asset Management Resources, 1060 Falmouth Rd, Suite B2, Hyannis, MA

Diane McGwin founder of Newfound Associates, LLC will be presenting, “How to Attract, Pay and Retain Talent”. Diane’s ...


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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