Digital Estate Planning has rapidly entered the financial planning world over the past year. It’s an unfamiliar area for more planners, yet a very important one for clients… and they may not even know it yet! FPA NexGen sees this as a huge opportunity to help planners use this knowledge to add value to clients ...
FPA MA Annual Meeting: May 7 & 8
Wicked Good Talks
Annie Duke just announced as Keynote Speaker!
Ocean Edge Resort, Brewster
May 7 Golf, Ethics & Reception
May 8 Full day of fabulous programs
Early bird registration of $199 now!
Register for Golf for $89 (includes cart)
Wicked Good Talks™
Annie Duke has leveraged her expertise in ...
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.