November 8: Career Night at BU: Metcalf Center

Career Night at Boston University/Metcalf Trustee Center

Whether you’re an employer looking for talent or a student exploring a new career path, the Financial Planning Career Night event is for you.

THE PANEL
Moderator: Lindsay Singer, CFP®—Client Advisor at Battery Global Advisors/Director of Career Development FPA MA
Panelists:
Susan Danson, CFP®—Associate Advisor at Boston Hill Advisors
Brian ...

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November 8: Webinar: Seeking An Alternative

In this webinar, Avi Sharon of Blackstone looks at some of the forces that may be inclining individual investors to incorporate “alternative” investments in their portfolio, and then offers some general allocation suggestions on how they may do so.

We think there are several compelling reasons why investors are considering “alts.” While the century is young ...

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December 8: Gala with a Goal at Dana Farber

Join us for a great night of celebrating and giving back to the Dana Farber Patient Assistance Fund.

This night will be a great chance for us to celebrate our volunteers and share time together.

During the holidays the number one request for assistance, is for food. Please bring a Stop n Shop or Market Basket Gift ...

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January 26: Dana Farber Coach Training

Volunteer to become a Dana-Farber financial coach. Training for this nationally recognized pro bono opportunity on January 26th from 9:30 to 4:30 at Dana Farber

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 ...

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Happy Anniversary

15 Years

Charlene Dolan, CFP®, AIF(R)

Dolores Kong, CFP®, EA

James Carey, CFP®

10 Years

Howard Cowan, CFP®

Kevin Mafera, CFP®

5 Years

Shaun Erickson, CFP®

Gregory ...

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October 19: Webinar: Responsible Investing is Good Business

Webinar: October 19, from 12-1 pm. 1 CFP CE Applied for.

Register Today!

Imagine developing an interest and degree of expertise in an approach to investing that deeply resonates with ultra-high-net-worth families, women, millennials and Gen-Xers. For some advisors, incorporating responsible investing has become transformational, as it opens up entirely new branding possibilities, exponentially expands opportunities ...

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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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