October 20: Changebridge Capital: A Sustainable Approach to ESG

Join us October 20th at 12 noon with our newest Platinum Partner's from Changebridge- Ross Klein & Vincent Lorusso of Changebridge Capital, LLC They will be discussing:  A Sustainable Approach to ESG. 1 CFP CE pending approval [maxbutton id="1" url="...

October 27: Wicked Tech Talks

Join us from 12-1 pm with leading tech experts from Broadridge, FMG, and Snappy Kraken. The panel will be moderated by Ben Flood. The panel will explore digital marketing for financial planners. Register today! [maxbutton id="1"...

October 21: Digital Asset Conversations with Clients

Join us October 21st from 5-6 pm with Steve Sanduski. NexGen is hosting Steve to discuss how to have "Digital Asset Conversations with Clients" This is open to all FPA MA/NNE Members. [maxbutton id="1"...

October 21: Cape Cod Practice Group: Prospecting the Next Wave of Wealth

Join us October 21st  from 9:00 am to 10:00 with T. Rowe Price's presenter- Jean Dunne, CFP Prospecting the Next Wave of Wealth: Connect with your clients of tomorrow. The clients of tomorrow likely don't look like your clients today. The top 10% of earners under age...

FPA MA Member Spotlight: Chris Boyd

Financial Planning Association of Massachusetts launched a Member Spotlight program this year to feature our members and their businesses, activities and accomplishments, community involvement, and more! Today we spotlight Chris Boyd of Asset Management Resources. 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.

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