October 24: Annual Women's Networking Event

FPA Annual Women’s Networking Event

888 Boylston Street (Natixis Investment Management)

4 – 5 pm – Gathering and Networking

5 – 5:15 pm – Welcome remarks and introduction (welcome, sponsor thank you, non-profit intro (Elizabeth Stone House), speaker intro)

5:15 – 6 pm – Susan Olson presentation – Women Issues and Mid-Term Elections

6 pm – 7 pm – Networking

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September 20: NexGen: Tax Cuts and Jobs Act Expert Panel

The FPA MA NexGen committee has organized a panel of top industry experts across multiple disciplines (tax, estate and investment management) to discuss the most prevalent implications of the recent tax reform bill.  Learn how these various experts are 1) educating clients on new planning opportunities and 2) collaborating with trusted advisors to ensure their ...

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September 26: Webinar: Future Planning for Clients with Special Needs

Join us on September 26th from 12-1pm

This webinar is free for members. 1 CFP® Ce pending approval

Future Planning for Clients with Special Needs

Short blurb about me: Pamela C. Tames, Esq., Executive Director of PLAN of Massachusetts and Rhode Island, Inc. has more than 20 years’ experience developing and leading programs for vulnerable individuals and families—across the nonprofit, ...

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September 27: CFP Board Public Forum: Boston Marriott Copley Place

The New CFP® Standards Are Coming. Will You Be Ready?

Join your FPA of Massachusetts colleagues at a CFP Board Public Forum on the new standards on Thursday, September 27 from 7:30 to 9:00 am at the Boston Marriott Copley Place. Learn about the new standards and share your thoughts on the tools and resources you ...

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November 13: Wicked Cool Talks

Register now for Wicked Cool Talks on November 13th and save 25%! Come hear Julie LIttlechild speak, author of The Pursuit of Absolute Engagement, along with Anna Byrne, JD, Gina Arons, PsyD, and Patricia C. D'Agostino, Esq. Topics will range from Client Engagement, Estate Planning, Long-Term Care, helping recently Widowed clients, and more. Register now ...

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Happy Anniversary! 30, 15 and 10 Years of Membership

30 Years

Wanda Cantlin, CFP®

15 Years

Erica Feldblum, CFP®

Joseph Luiso, CFP®

10 Years

Todd Mills, MSF,  CFP®

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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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