August 19th: NexGen Cross Industry Virtual Networking Event

The Financial Planning Association NexGen group has teamed up with the Massachusetts Society of CPAs, Boston Estate Planning Council and the Trusts and Estates Consortium to host its fourth annual (but first virtual) inter-organizational networking event! The intended...

August 5: FPA MA’s Diversity, Equity & Inclusion Event

Join us August 5th from 1-4 pm CHANGE TOMORROW STARTS TODAY This change will not occur overnight. It will be a long, uncomfortable and bumpy process, but one that we are committed to lead for our members. To act on our commitment to change during these times of social...

Webinar: July 22 from 10-11 am: Be Prepared, Be Empowered

Be Prepared, Be Empowered Knowledge is power when it comes to being prepared for a spouse's death or a divorce, yet many clients don't even know the right questions to get the information they need to ensure their future financial security. Although both spouses...

Congratulations Jonatan Toledo- FPA MA’s Scholarship Winner

" I have experienced firsthand the transformational impact that having access to different educational opportunities can have in someone’s life and helping people understand their overall financial situation, their options and how their decisions affect their present...

June 24: Webinar: Your Medicare Questions Answered with Susan Flanagan

Join us June 24th from 12-12:45 pm Q/A by Susan Flanagan: Senior Plan Consultant Blue Cross Blue Shield of Massachusetts    

June 11: Virtual Cape Cod Practice Group

June 11th Virtual Cape Cod Practice Group from 9:00 to 10:00 am Breaking Down a Broken Market- A Deeper Look Into Municipal Bonds: Nick Foley, Senior Portfolio Manager of Segall Bryant & Hamill Advisor Do’s and Dont’s of Digital Marketing: Ryan DeSola of the...

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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