Happy Holidays

We at FPA MA and NNE wish you a Happy and Healthy Holiday Season! Don't forget to check out all the great events through the end of the year.

December 8: How Wealthy Families Invest

Join David Marra of Markin Asset Management, LP for the first webinar in the Wealth Wednesday Webinar Series How Wealthy Families Invest • Income focus • Diversification • Risk-management and hedging [maxbutton id="1"...

December 9: Town Hall & Ethics Session with Brett Danko

Join us for the FPA MA & FPA NNE Annual Town Hall and stay for Ethics! The election of the board and officers will be held during the Virtual Annual Meeting/Town Hall. If uncontested, the slate of officers and directors will be elected by acclamation. Join Brett...

January 5th: The Mathematics of Long-Term Income

Join David Marra of Markin Asset Management, LP as he discusses The Mathematics of Long-Term Income: • Metrics that matter • Income mathematics vs. return mathematics • (Not so) rare disasters [maxbutton id="1" url="...

January 13th: Social Security Series for Financial Professionals

Join us January 13th from 12- 1 for Session 1 of 4 Part - Social Security Series for Financial Professionals with  Marcia Mantell, Social Security Maven for this interactive series on social security. Session 1: Dispelling the Myths and Misinformation Session 2:...

January 19 Wicked Tech Talks: CRM Systems Panel

Please join us for Wicked Tech Talks CRM Systems.  We will be discussing how modern CRM systems can help strengthen client relationships, improve team collaboration, and make your business run more efficiently. We’ll also talk about integrations with other technology...

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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