June 7: Boston South Practice Group

Join us June 7th for the Inaugural meeting of the new Boston South Practice Group

Time: 8:30 to 10:30 am

Location: Stonestreet Financial, Inc. 532 Page Street, Stoughton, MA 02072

Network with your peers, exchange ideas and learn ways to elevate your work as a financial planner by attending the inaugural meeting of a new local practice group for ...


June 5: NexGen Networking Event with MSPCA, BEPC, and TEC

The Financial Planning Association NexGen group has teamed up with the Massachusetts Society of CPA’s (MSCPA), Boston Estate Planning Council (BEPC) and the Trusts and Estates Consortium (TEC)  groups to hosts its second annual inter-organizational networking event for members under the age of 40*. This is a great chance to meet some of Boston’s best ...


June 14: Cape Cod Practice Group: Empowering the Client-An Introduction to the Collaborative Law Dispute Resolution Process

Join us on June 14 from 8:30 am to 10:30 am at the Cape Cod Five, Sandwich MA

Empowering the Client-An Introduction to the Collaborative Law Dispute Resolution Process

This session will discuss Collaborative Law Dispute Resolution Process and the Benefits of Jointly Retaining a Financial Neutral.

Our presenters will share real life cases and the benefit of ...


June 6: Women's After Work Gathering: Hopsters in Newton

Women of the FPA: Please join us after work for an easy, casual gathering for camaraderie and networking.
Wednesday June 6th, 5-7:30pm, at Hopsters in Newton Corner.
There will be complimentary drinks and light food.
Your guests – for example, other women who are advisors, or centers of influence – are welcome.
Thank you to Griffin ...


June 21: Metrowest Practice Group: Divorce Demystified

Join us on June 21: Metrowest Practice Group: Divorce Demystified

An overview of the common financial issues present in a Divorce action and Post-Divorce Judgment action with Marc I. Schmelkin, Esquire

Location: Michael S. Orentlich, CFP®, CLU®, ChFC®, CASL®, AEP® Office: 134 Turnpike Rd. Suite 300, Southborough, MA 01772

Time: 8:30 to 10:30 am. RSVP ...


July 10th: InvestmentNews: The Women Adviser Summit in Boston

Attend the Women Adviser Summit in Boston, July 10th

Location: The Colonnade Hotel

Invest in your business, your brand and yourself.

The InvestmentNews Women Adviser Summit, a one-day workshop now held in four cities due to popular demand, is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next ...


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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