Monday, May 8 Wicked Good Talks
Babson College Executive Conference Center
7:30 to 6:00 pm. Up to 7 CFP CE’s. Stay tuned. More to presenters to be announced.
What a line up! Register today and get Early Bird Pricing.
CFP Ethics Course: Rita Cheng, CFP Blue Ocean Wealth (This is the only time CFP Ethics will be offered ...
It’s finally here… the most talked about NexGen event in the history of FPA MA. We’re creating an explosive conversation between the top young planners in the state and the most sought after financial planning firm owners this side of the Mississippi… and it’s happening in a real life castle!
Are you a motivated young financial ...
Public Speaking Workshop
The Career Development Committee for the FPA of Massachusetts would like to offer the opportunity to members to join a six month workshop to sharpen your public speaking skills. The small group forum will allow for an intimate space to practice and present an industry specific topic that you could then replicate at ...
The Cape Cod Practice Meeting on Thursday, March 9th at 8:30 AM to be held at the Cape Cod Five Savings Bank on Route 6A in Sandwich. Matt Costello, Regional Vice President at New York Life & MainStay Investments, will be presenting, “You’ve been named executor, now what?”
Being named an executor of someone’s estate can ...
Please register for Addressing the Great Wealth Transfer on Mar 15, 2017 12:00 PM EDT at:
Addressing the Great Wealth Transfer
The greatest transfer of wealth in history is predicted to take place over the next 3-4 decades. Studies show that advisors need the right tools to adapt and retain assets as wealth is transferred ...
March 17: 8:30 to 12 noon. Half Day Program
MFS Investment Management, 111 Huntington Ave, Boston.
3 CFP Ce's Pending approval
Striking it Niche! Fixed Income Update Behavioral Economics
STRIKING IT NICHE! with Stephen Wershing
How would you like prospective clients to call you rather than the other way around? How much more could your business grow ...
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.