October 8: Cape Cod Practice Group: It's not what you make, it's what you keep that matters!

Thursday, October 8th at 5:00 PM at the Dan'l Webster Inn & Spa. I hope you will join us. Here are the details:

Date: 10/8/2015
Time: 5:00 PM
Location: Dan'l Webster Inn & Spa, Sandwich, MA
Topic: How to make your portfolios more tax efficient!
Presenters: SEI
Cost: $20 per person for food

It's not what you ...


FPA and AARP Social Security Research

Social Security Planning in 2015 & Beyond Perspectives of Future Beneficiaries and Financial planners.

Collaborative Research between AARP and the Financial Planning Association.

Login to the FPAMA research portal for the full ...


October 21: Women in FPA MA Panel Discussion

Wed, October 21, 2-5 pm
BU/College of Arts & Science, rm 226
685 Commonwealth Ave., Boston

Women in the FPA MA: Connect, Share and Learn how these women paved their path in the financial world.

Our panel will share their path in the financial planning profession and how they navigated challenges and what are the opportunities that ...


Managing Your Money

Check out the Managing Your Money Blog on Boston.com

Each week a member of FPA MA contributes to Boston.com blog. Find out what's trending ...


5 for 50: Member Get a Member Campaign

The membership count of the FPA MA chapter is 951 as of June 30th.  Our goal for 2015 is to reach 1,000 members.  We need your help ... and we'll make it worth your while!

Over the next 5 months, we hope to gain 50 members (5 for 50).  If we can get 10 members a ...


Above & Beyond: DFCI Volunteers and Rick Fingerman

Above & Beyond: Financial Planning Association of Massachusetts member Rick Fingerman (center), Certified Financial Planner® practitioner and past president of the FPA of Massachusetts, was recently honored with the “2015 Above & Beyond” award at Dana-Farber Cancer Institute’s Volunteer Appreciation event. Over 170 of the Institute’s more than 500 volunteers attended the evening. In 2008, ...


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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