Open Enrollment through Feb 28: FPA Member Insurance Benefits

Open Enrollment for FPA Group Benefits Starts February 1 FPA members and their employees are eligible to participate in FPA group benefits, including BOE (members only), STD, LTD, Life/AD&D, Dental and Vision. Powered by Ryan Insurance Strategy Consultants...

Webinar: February 10th from 12-1: Taxes, Transfers and Tea Leaves

Taxes, Transfers and Tea Leaves Series Join us February 10th - from 12-1 p.m. 1 CFP CE Pending approval Jeff Brooks, Wealth Strategist with Capital Group/American Funds will discuss Taxes, Transfers and Tea Leaves - under the Biden administration and an “undivided”...

February 18th from 9:30 to 10:30: Boston Practice Group: Elder Planning

February 18th from 9:30 to 10:30 am Come join the Boston Practice Group to learn more about how you can deepen the relationships you have with your aging clients and their families. Annalee Kruger, the Founder and President of Care Right, will join us to talk about...

February 24th from 9-10 a.m. Coffee and Q&A on Medicare with Susan Flanagan/BCBS

Join us on Wednesday, February 24th from 9-10 a.m. Coffee and Q&A on Medicare with Susan Flanagan/BCBS This is a first in a series of coffee conversations!

Webinar: March 10th from 12-1: Growing After Tax Wealth

Webinar: March 10th - from 12-1 p.m. 1 CFP CE Pending approval Rob Kuharic ,CFA® and Cory Christiana, AIF® from Russell Investments will discuss Growing after Tax Wealth Russell Investments’ economic and market strategists believe now is an opportune time for all...

Wicked Pissah Podcast Featuring FPA MA Member: Stuart Armstrong

Wicked Pissah Podcast featuring FPA MA Member: Stuart Armstrong: a pioneer in #financialplanning within the #LGBTQ+ community. Since the mid-1980’s, Stuart has focused on serving the LGBTQ+ community ; addressing their changing planning needs as society has recognized...

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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