by Kristin Beane | Mar 14, 2024 | Community News, FPANE News, Home Page Features, Webinars & Events
Join the FPA NE NexGen for a complimentary cup of coffee, a breakfast treat and networking at Stroll Cafe 15 Portwalk Pl, Portsmouth, NH 03801. All are welcome, we look forward to connecting. Register...
by Kristin Beane | Mar 13, 2024 | FPANE News, Home Page Features, Webinars & Events, Wicked Good Half-Day Talks
Join us at the Conference Center at Waltham Woods for the first installment of Wicked Good Half Day Talks in 2024. Half Day conference with Happy Hour to follow at the Copper House Tavern. Agenda: 12:00 – 1:00 PM Lunch & Registration 1:00 PM Jordan Jackson,...
by Kristin Beane | Mar 12, 2024 | Community News, FPANE News, Home Page Features, Webinars & Events
Please join: Boston Women in Finance, CFA Society Boston, Massachusetts Society of CPAs, Women in ETFs Boston, Women’s Initiative of the Massachusetts Financial Planning Association, Women in Investing; Networking & Supporting (WINS), and Women Investing in...
by Kristin Beane | Mar 11, 2024 | Consumer News, FPANE News, Home Page Features
This week, we are joined by #technology #innovator, #author, and 2023 FPA Heart of Financial Planning Award winner Greg Friedman. Greg was at the forefront of the industry’s shift to #transparent, non-hierarchical #leadership, and his candid approach to...
by Kristin Beane | Mar 10, 2024 | Consumer News, FPANE News, Home Page Features
Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride According to data recently released by the CFP Board, less than 10% of the nearly 100,000 CFP® professionals report as Black, Hispanic, Latino, Asian or Pacific Islander. Only 24% are female....