by Kristin Beane | May 29, 2012 | Community News, FPANE News
Several planners have volunteered to open their offices to other planners for a day. The Be Our Guest program is an extraordinary opportunity to learn how leading financial planners are succeeding in these challenging times. The cost to attend is a contribution to the...
by Kristin Beane | May 29, 2012 | FPANE News, Member News
As many of you know, our Chapter is launching a new program aimed at providing free and unbiased financial education to the public through libraries in Massachusetts. FPA members will arrange presentations with local libraries using FPA approved workshops. We are...
by Kristin Beane | May 29, 2012 | FPANE News, Member News
June 13, 2012 8:00 am Registration 8:30-10:00 am Program Four Points Norwood Register today! Significant internal conflicts can arise as advisory practices grow and evolve, both among partners and involving staff. Knowing your conflict resolution style and that of...
by Kristin Beane | May 29, 2012 | Community News, FPANE News, Member News
Space is limited. Reserve your Webinar seat now at: https://www3.gotomeeting.com/register/523480550 JEROME ABERNATHY, PH.D., Managing Director, Portfolio Strategist from Guggenheim Investments will present. In this practical guide to implementing alternatives we will...
by Kristin Beane | May 28, 2012 | Community News, Consumer News, FPANE News, Member News, Members in the News
Congratulations to Rick Fingerman, CFP for being honored as a 2012 honoree for the Mass General Cancer Center’s the one hundred. The Mass General Cancer Center shares “Patients with cancer and their families are often in need of financial planning as they...
