Incorporating Charitable Planning in Your Business. 98% of HNW investors contribute to charities annually but only 14% of advisors have charitable planning conversations with their clients. Did you know that virtually all high-net worth clients give to charity annually, and the majority is looking to you to help them be more strategic? Discover how to incorporate charitable ...
Employing Caregivers: Tax & Legal Issues Advisors Need to Know: Dec 14 from 12 to 1pm
There are more than 5 million Americans currently living with Alzheimer’s disease and more than 15 million family caregivers who care for them. Within the next ten years, that number is projected to increase by forty percent and the cost ...
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
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, ...
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
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.
Employers will have tables at the event. Stay ...
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.