October 4: NexGen Event: Speak with Impact

Speak with Impact: Effective Communication in a Noisy World

What’s the most important skill to master as a financial planner? Is it implementing investment strategies? Running financial planning software?

It’s a bit of a trick question, because the real answer is none of the above. On their own, neither will help you bring in prospects and maintain ...


October 11: Women's Initiative: The Conversation Project

90% of People say that talking about their end-of-life care is important.

BUT Only 27% have actually done so. The Conversation Project will share their resources and helping us have the end-of-life conversations.

This joint event with Boston Estate Planning Council at Eaton Vance, 2 International Place, Boston.

Join us from 12-1:30 pm. Lunch is provided. We will be ...


October 12: CC Practice Group: Create a Powerful Personal Brand

Join us October 12th from 8:30 to 10:30 am at Cape Cod Savings Bank on Route 6A Sandwich

Create a Powerful Personal Brand to Attract and Retain Ideal Clients

Do you want to do more work that you love, and have more success while doing it? Learn how uncovering your authentic personal brand can have a direct ...


October 17: Investment News Best Practice Conference: Colonnade Hotel

The InvestmentNews 5th Annual Best Practices Workshop will be held in Boston on October 17th, bringing together the industry’s most influential thought-leaders and firms.

You are invited to attend and participate in “deep dive” workshop sessions designed to translate benchmarking studies into personalized, practical strategies for growth—addressing the challenges and opportunities within your business. Network with ...


October 27: Dana Farber Coach Training

Volunteer to become a Dana-Farber financial coach. Training for this nationally recognized pro bono opportunity on October 28th from 9:30 to 4:30 at Dana Farber

Imagine hearing the words, “You have cancer”.  Now imagine a life full of doctor appointments, numerous tests and fear and wondering if you are going to be ok.  As bad as ...


September 15: Half Day Program: Wellington Management

Join us at Wellington Management at 280 Congress Street, Boston

Parking and Lunch are included courtesy of The Hartford Funds. Registration 7:30 to 8:15. Program runs from 8:30 to 3:00 Register here

Sheri Fitts brings her expertise to you: Elevate Your Profile: Social Media Brand Strategies to Grow Your Business

  • Get tactical tips for launching a branding strategy ...


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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