June 6: Women's After Work Gathering: Hopsters in Newton

Women of the FPA: Please join us after work for an easy, casual gathering for camaraderie and networking.
Wednesday June 6th, 5-7:30pm, at Hopsters in Newton Corner.
There will be complimentary drinks and light food.
Your guests – for example, other women who are advisors, or centers of influence – are welcome.
Thank you to Griffin ...

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May 16: Webinar: Planning for Medicare- Countdown to 65

May 16: 12-1 PM with Susan Flanagan of Blue Cross Blue Shield

1 CFP CE

Planning for Medicare-Countdown to 65 is a comprehensive seminar that helps people
approaching Medicare eligibility understand their health insurance options outside of
employer-sponsored coverage, whether they are planning to retire or continuing to work.
Many employees need help understanding the coverage options ...

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June 5: NexGen Networking Event with MSPCA, BEPC, and TEC

The Financial Planning Association NexGen group has teamed up with the Massachusetts Society of CPA’s (MSCPA), Boston Estate Planning Council (BEPC) and the Trusts and Estates Consortium (TEC)  groups to hosts its second annual inter-organizational networking event for members under the age of 40*. This is a great chance to meet some of Boston’s best ...

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July 10th: InvestmentNews: The Women Adviser Summit in Boston

Attend the Women Adviser Summit in Boston, July 10th

Location: The Colonnade Hotel

Invest in your business, your brand and yourself.

The InvestmentNews Women Adviser Summit, a one-day workshop now held in four cities due to popular demand, is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next ...

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April 12: Cape Cod Practice Group: What's Your Superpower?

Join us April 12th from 8:30 to 10:30 am at the Cape Cod 5 Cents Saving Bank in Sandwich

Do You Work In A Field That Is Saturated With Others That Do What You Do?

Do People Have Trouble Understanding How You Are Different From Your Competition?

Learn How Having A Superpower Can Distinguish You and Help You ...

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May 7: Wicked Good Talks: Fourpoints Norwood

Wicked Good Talks™  May 7, 2018

Investment advisers face an evolving landscape of challenges in pursuit of the limitless opportunities in growing their business. Rising to those challenges, the FPA of MA brings you a “one-of-a-kind” symposium, Wicked Good Talks™.

Wicked Good Talks™ is designed by a team that laughs at the usual lecture-based conferences. Instead, our ...

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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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