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2021 FPA MA Mentor Match

2021 FPA MA Mentor Match

by Kristin Beane | Nov 23, 2020 | Community News, FPAMA News, Home Page Features, Member News

Are you a career changer looking for advice? Are you a student curious about financial planning career paths? Are you a CFP® looking for career development? Read below to find out more about the FPA of MA’s new MentorMatch program! The FPA of MA is launching a new...
October 21: Webinar: Taxes, Policy and Investment Strategy

October 21: Webinar: Taxes, Policy and Investment Strategy

by Kristin Beane | Oct 8, 2020 | Community News, FPAMA News, Home Page Features

Join us October 21st from 12-1 p.m. Jeff Brooks, Wealth Strategist with Capital Group/American Funds will discuss Taxes, Policy and Investment Strategy under possible administrations (Trump or Biden). With the enormous stimulus packages rolled out last Spring and the...
June 4: Wicked Good “Virtual” Talks

June 4: Wicked Good “Virtual” Talks

by Kristin Beane | Apr 1, 2020 | Community News, FPAMA News, Home Page Features

Join us for the June 4th Virtual Wicked Good Talks   CFP® Ethics with Marguerita Cheng, CFP®, RICP®, CEO Blue Ocean Global Wealth Tax and Retirement Planning after the Pandemic: Jeff Levine, CPA/PFS, CFP®: Lead Planning Nerd at Kitces.com Morning and Evening Sessions...
FPA Retreat 2020: Cedar Creek Texas: May 4-7

FPA Retreat 2020: Cedar Creek Texas: May 4-7

by Kristin Beane | Feb 15, 2020 | Community News, FPAMA News, Home Page Features

Early Bird Ends February 7th The FPA Retreat is an annual gathering of advanced financial planning practitioners who are passionate about refining their craft and committed to working together to shape the future of the profession. The event holds a unique place in...
March 5: NexGen Speed Networking Event: Boston University

March 5: NexGen Speed Networking Event: Boston University

by Kristin Beane | Jan 27, 2020 | Community News, FPAMA News, Home Page Features, Member News

The FPA of MA NexGen group has designed an innovative networking experience that is a spin-off of the speed dating concept, except it’s made specifically for financial planning professionals! This is a fantastic way to meet several financial planning professionals and...
Save the dates.. Stay tuned for registration information

Save the dates.. Stay tuned for registration information

by Kristin Beane | Jan 16, 2020 | Community News, FPAMA News, Home Page Features, Member News

Upcoming Events: Stay tuned for more information and registration… and even more events as we get our webinars and coffee with a resource series set! February 6th: South Shore Practice Group Meeting February 13th: Cape Cod Practice Group Meeting March 5th:...
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  • Webinar: February 10th from 12-1: Taxes, Transfers and Tea Leaves
  • February 24th from 9-10 a.m. Coffee and Q&A on Medicare with Susan Flanagan/BCBS
  • Webinar: March 10th from 12-1: Growing After Tax Wealth
  • 2021 FPA MA Mentor Match

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