August 18: Member FREE CE Day: John Hancock

August 18, 2017 from 8-5 pm

Free CE day for our FPA MA Members. Thank you to John Hancock for hosting our full day of CE!

We look forward to cutting edge presentations by:

Blue Cross Blue Shield, First Trust, Jefferson National, Northeast Investors, RIA in a Box, The Options Industry Council and Slade Mortgage

This day is a ...

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Congratulations Seth Corkin: Volunteer of the Year

Financial Planning Association™ of MA:  Seth Corkin, CFP® named the 2017 FPA™ MA Volunteer of the Year

FOR IMMEDIATE RELEASE

CONTACT: Kristin Beane, FPA MA, 508-839-2900, admin@fpama.org

Needham AND Westborough, MA, ISSUED May 23, 2017…Financial Planning Association™ of Massachusetts (FPA™ MA) has selected Seth Corkin, CFP®, ChFC®, as the 2017 recipient of the Volunteer of the Year Award.

This ...

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Congratulations Dan Galli: Financial Planner of the Year

Financial Planning Association™ of MA former Chair Daniel J. Galli, CFP® named the 2017 FPA™ MA Financial Planner of the Year

FOR IMMEDIATE RELEASE

CONTACT: Kristin Beane, FPA MA, 508-839-2900, admin@fpama.org

Norwell AND Westborough, MA, ISSUED May 20, 2017…Financial Planning Association™ of Massachusetts (FPA™ MA) has selected Daniel J. Galli as the 2017 recipient of the Financial Planner ...

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June 8: NexGen Networking Event!

Join FPA NexGen in Boston at Cinquencento on Thursday, June 8th, from 5:30-8pm for a chance to meet some of Boston’s best up and coming CPAs, estate planning attorneys, financial planners and other experts who can help you grow your business and solidify your relationship with your clients.

If we are truly going to provide comprehensive ...

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June 7: Advocacy Day on Beacon Hill

Your advocacy team is hitting the state house for the fifth annual advocacy day. We need your help! We will be setting records seeing even more legislators than we did last year and we need your help to introduce them to who the FPA MA is and what financial planning is all about.

We will be ...

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Happy Anniversary

25 Years

Thomas Sullivan CFP®

20 Years

Michael McNamara CFP®

15 Years

James Danko DMD

Ted Gelsthorpe

George Padula CFP®

Gregory Telge CFP®

10 Years

Adam Apt CFA

Christina Kemprecos CTFA

Benjamin Muchler CFP®

Cheryl Whitaker CFP®

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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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