June 8: Turning the tables on succession - A NexGen Conversation

What: NexGen Panel Event

When: Wednesday, June 8, from 6-8pm

Where: Pioneer Investments, 60 State Street

Who: Open to ALL industry professionals

* We’ll have appetizers and drinks

In an aging industry, with few young financial planners coming into the business, it’s clear why succession planning is a major conversation. We’ve all seen articles in the major industry publications and ...

FIND OUT MORE

Why You Need Your Own Marketing Plan

June 9, 2016 Cape Cod Practice Group

Why do you need to have your own marketing plan?  The short answer is to get more meetings with your ideal targets.  How many fresh leads do you have sitting on your desk every morning?  Your firm may have a marketing plan but you are probably responsible for generating ...

FIND OUT MORE

David Santoro receives the FPA MA Volunteer of the Year Award

Congratulations David on being named FPA MA's Volunteer of the Year.

David Santoro has been a member of the FPAMA Military Pro Bono Group since 2011 and has made a tremendous impact on the program throughout his involvement. David’s involvement with the group was well suited as he spent 23 years in both the Army National ...

FIND OUT MORE

May 11: Webinar Advanced Techniques: Improving Tax Alpha through Asset Location

Join us for a webinar on May 11, 2016 at 12:00 PM EDT.

Register now!

https://attendee.gotowebinar.com/register/7895904534954172676

Join us for Advanced Techniques: Improving Tax Alpha through Asset Location to learn how you can help your clients lower their current tax liabilities and control the timing of the taxation on their investments providing for greater overall wealth accumulation. Joena ...

FIND OUT MORE

Me Jane, You Screwed Up.

How a Financial Advisor Can Keep You Out of Trouble with the IRS

Recently I was talking with an investment advisor about what we do and how we work with clients. I mentioned that I had been following up with clients who had Solo 401ks, explaining that I have a new client who has a Solo ...

FIND OUT MORE

DOL Ruling Announced Today

FOR IMMEDIATE RELEASE: April 6, 2016

CONTACT: Kristin Beane, FPA MA, 508-839-2900, admin@fpama.org

DOL Fiduciary Rule Announced.

WESTBOROUGH, MA – The Financial Planning Association of Massachusetts (FPAMA) response to the DOL Fiduciary Rule

The long anticipated fiduciary rule has finally arrived.  With the passage of time, the real impact of this rule will eventually reveal itself to the financial ...

FIND OUT MORE

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.

Web Design and Hosting by Ashdown Technologies, Inc. | Site Map | Website Terms and Disclaimers | Contact FPA MA