September 20: NexGen: Tax Cuts and Jobs Act Expert Panel

The FPA MA NexGen committee has organized a panel of top industry experts across multiple disciplines (tax, estate and investment management) to discuss the most prevalent implications of the recent tax reform bill.  Learn how these various experts are 1) educating clients on new planning opportunities and 2) collaborating with trusted advisors to ensure their ...

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September 26: Webinar: Future Planning for Clients with Special Needs

Join us on September 26th from 12-1pm

This webinar is free for members. 1 CFP® Ce pending approval

Future Planning for Clients with Special Needs

Short blurb about me: Pamela C. Tames, Esq., Executive Director of PLAN of Massachusetts and Rhode Island, Inc. has more than 20 years’ experience developing and leading programs for vulnerable individuals and families—across the nonprofit, ...

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September 27: CFP Board Public Forum: Boston Marriott Copley Place

The New CFP® Standards Are Coming. Will You Be Ready?

Join your FPA of Massachusetts colleagues at a CFP Board Public Forum on the new standards on Thursday, September 27 from 7:30 to 9:00 am at the Boston Marriott Copley Place. Learn about the new standards and share your thoughts on the tools and resources you ...

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August Practice Group Meetings: Stoughton, Cape Cod, Southborough

Join us for our August Practice Group Meetings

 

August 2nd: Boston South Group

The Nuts and Bolts of using FPA Connect. Come hear how other members are using this important benefit.

Time: 8:30 to 10:30 am

Location: Stonestreet Financial, Inc. 532 Page Street, Stoughton, MA

 

August 9th: Cape Cod Group

Client Loyalty 

Time: 8:30 to 10:30 am

Location: Cape Cod 5, Sandwich MA

 

August 16th: Metrowest ...

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Happy Anniversary! 30, 15 and 10 Years of Membership

30 Years

Wanda Cantlin, CFP®

15 Years

Erica Feldblum, CFP®

Joseph Luiso, CFP®

10 Years

Todd Mills, MSF,  CFP®

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June 21: Metrowest Practice Group: Divorce Demystified

An overview of the common financial issues present in a Divorce action and Post-Divorce Judgement action with Marc I. Schmelkin, Esquire

Location: Michael S. Orentlich, CFP®, CLU®, ChFC®, CASL®, AEP® Office: 134 Turnpike Rd. Suite 300, Southborough, MA 01772

Time: 8:30 to 10:30 am. RSVP ...

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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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