August 8: Cape Cod Practice Group Meeting with First Trust

Hyannis Yacht Club

What are the industry’s largest producers doing differently than you to bring in $50 to $100 million in new accounts annually? Why a “small change” . . . → Read More: August 8: Cape Cod Practice Group Meeting with First Trust

Sept 28: Women's Study Group: Client Onboarding

Asian business woman making money from social network concept

FPA of MA Women’s Group recently launched an informal study group for women advisors with the purpose of sharing best practices, learning from each other, . . . → Read More: Sept 28: Women’s Study Group: Client Onboarding

August 18: Member FREE CE Day: John Hancock

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August 18, 2017 from 8-5 pm

Free CE day for our FPA MA Members. Thank you to John Hancock for hosting our full day of . . . → Read More: August 18: Member FREE CE Day: John Hancock

September 15: Half Day Program: Wellington Management

Speaker Highlight Sheet_Sheri Fitts

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 . . . → Read More: September 15: Half Day Program: Wellington Management

Congratulations Seth Corkin: Volunteer of the Year

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Financial Planning Association™ of MA: Seth Corkin, CFP® named the 2017 FPA™ MA Volunteer of the Year

FOR IMMEDIATE RELEASE

CONTACT: Kristin Beane, FPA MA, . . . → Read More: Congratulations Seth Corkin: Volunteer of the Year

Congratulations Dan Galli: Financial Planner of the Year

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Financial Planning Association™ of MA former Chair Daniel J. Galli, CFP® named the 2017 FPA™ MA Financial Planner of the Year

FOR IMMEDIATE RELEASE

CONTACT: . . . → Read More: Congratulations Dan Galli: Financial Planner of the Year

June 8: NexGen Networking Event!

Network Networking Communicate Cummunicatin Connection Concept

Join FPA NexGen in Boston at Cinquencento on Thursday, June 8th, from 5:30-8pm for a chance to meet some of Boston’s best up and coming . . . → Read More: June 8: NexGen Networking Event: Cinquecento, Boston

June 7: Advocacy Day on Beacon Hill

fifth annual advocacy day

Your advocacy team is hitting the state house for the fifth annual advocacy day. We need your help! We will be setting records seeing even . . . → Read More: June 7: Advocacy Day on Beacon Hill

Happy Anniversary

Happy Anniversary! Red banner isolated on white background

25 Years

Thomas Sullivan CFP®

20 Years

Michael McNamara CFP®

15 Years

James . . . → Read More: Happy Anniversary!

FPA MA Volunteers at MassSaves Education Summit

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Thank you to our volunteers who provided one on one planning sessions for the attendees of the MassSaves Education Summit.

Shaun Erickson, Joan Gonzalez, Jordan . . . → Read More: FPA MA Volunteers at MassSaves Education Summit

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