by Kristin Beane | Oct 26, 2021 | Community News, FPAMA News, Home Page Features
Join us November 17th at 12 noon with our newest Platinum Partners from Changebridge- Ross Klein & Vincent Lorusso of Changebridge Capital, LLC They will be discussing combining the benefits of quantitative tools with fundamental analysis in portfolio management....
by Kristin Beane | Oct 21, 2021 | Community News, FPAMA News, Home Page Features
Join Susan Flanagan to learn how Blue Cross Blue Shield of Massachusetts Planning for Medicare: Countdown to 65 This presentation is geared towards individuals approaching Medicare Eligibility. Topics covered include health insurance information outside of employer...
by Kristin Beane | Oct 12, 2021 | Community News, FPAMA News, Home Page Features
Join us from 12-1 pm with leading tech experts from Broadridge, FMG, and Snappy Kraken. The panel will be moderated by Ben Flood. The panel will explore digital marketing for financial planners. Register today! Reserve your spot for the 10/27 Wicked Tech Talk ...
by Kristin Beane | Sep 28, 2021 | Community News, FPAMA News, Home Page Features, Member News
Financial Planning Association of Massachusetts launched a Member Spotlight program this year to feature our members and their businesses, activities and accomplishments, community involvement, and more! Today we spotlight Chris Boyd of Asset Management Resources. In...
by Kristin Beane | Aug 30, 2021 | Community News, FPAMA News, Home Page Features
Join us October 20th at 12 noon with our newest Platinum Partner’s from Changebridge- Ross Klein & Vincent Lorusso of Changebridge Capital, LLC They will be discussing: A Sustainable Approach to ESG. 1 CFP CE pending approval Register Here for the 10/20...
by Kristin Beane | Aug 29, 2021 | Community News, FPAMA News, Home Page Features
NexGen Happy Hour on October 6th from 5 to 7pm. Join us on the patio at Tia’s on the Waterfront for a drink, appetizer and some in person networking. Whether you are a new or existing NexGen member, we would love to see you there! Register here for the 10/6...
