Oct 19 Webinar: Stop Sabotaging Your Practice

Stop Sabotaging Your Practice: Get More Referrals and Get More Done!

October 19 from 12-1 Register Today!
Self-sabotaging your practice means that you are in some way performing destructive or  obstructive actions that are negatively impacting the growth ...

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October 14: Media Mastery: Representing Yourself, Your Association and Your Profession Through the Media

Media Mastery: Representing Yourself, Your Association and Your Profession Through the Media

Bloomberg studios. 100 Summer Street. Boston

Working with journalists is one of the easiest ways to increase your visibility and enhance your brand. With an ever increasing news cycle and the onslaught of online news coverage, the time is right to learn what you can ...

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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 ...

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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 ...

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Webinar: September 7: No Portfolio is an Island

When building portfolios advisors commonly focus on the risk and return attributes of the investible asset opportunity set, primarily stocks and bonds. In this presentation, David Blanchett, head of retirement research at Morningstar Investment Management LLC, will explore why no portfolio is an “island” and how it is important to take a more holistic approach ...

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Aug 19 Member Free CE Day: Up to 7 CE's

Join us for summertime CE!  This event is Free for members. It is hosted by our partners and will be held at the John Hancock Building at the Seaport.

Non members are invited to join as well, but there is a small fee.

Topics: Planning for Medicare- BCBS

The 4% Withdrawal Rule is Not Safe in a Low ...

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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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