February 28, 2017 from 12-1 PM
1 CFP CE pending approval
The Wealth Advisor’s Guide to 2017 is designed to help financial services professionals stay abreast of recent events that could have an impact on your most valued clients’ financial situations. Matt Sommer, CFP®, CPWA®, CFA® Vice President, Retirement Strategy Group with Janus will ...
The Cape Cod Practice Meeting on Thursday, March 9th at 8:30 AM to be held at the Cape Cod Five Savings Bank on Route 6A in Sandwich. Matt Costello, Regional Vice President at New York Life & MainStay Investments, will be presenting, “You’ve been named executor, now what?”
Being named an executor of someone’s estate can ...
It’s finally here… the most talked about NexGen event in the history of FPA MA. We’re creating an explosive conversation between the top young planners in the state and the most sought after financial planning firm owners this side of the Mississippi… and it’s happening in a real life castle!
Are you a motivated young financial ...
March 17: 8:30 to 12 noon. Half Day Program
MFS Investment Management, 111 Huntington Ave, Boston.
3 CFP Ce's Pending approval
Striking it Niche! Fixed Income Update Behavioral Economics
STRIKING IT NICHE! with Stephen Wershing
How would you like prospective clients to call you rather than the other way around? How much more could your business grow ...
To be eligible an applicant must meet all of the following qualifications:
Is currently enrolled in a CFP® program administered by an accredited university or college registered with the CFP Board of Standards. (The scholarship may be used towards a review course.)
Have the intention of becoming a CFP® certificant by fulfilling all education requirements and ...
Incorporating Charitable Planning in Your Business. 98% of HNW investors contribute to charities annually but only 14% of advisors have charitable planning conversations with their clients. Did you know that virtually all high-net worth clients give to charity annually, and the majority is looking to you to help them be more strategic? Discover how to incorporate charitable ...
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.