June 7: Boston South Practice Group

Join us June 7th for the Inaugural meeting of the new Boston South Practice Group

Time: 8:30 to 10:30 am

Location: Stonestreet Financial, Inc. 532 . . . → Read More: June 7: Boston South Practice Group

June 5: NexGen Networking Event with MSPCA, BEPC, and TEC

FPA NEXGEN

The Financial Planning Association NexGen group has teamed up with the Massachusetts Society of CPA’s (MSCPA), Boston Estate Planning Council (BEPC) and the Trusts and . . . → Read More: June 5: NexGen Networking Event with MSPCA, BEPC, and TEC

June 14: Cape Cod Practice Group: Empowering the Client-An Introduction to the Collaborative Law Dispute Resolution Process

Join us on June 14 from 8:30 am to 10:30 am at the Cape Cod Five, Sandwich MA

Empowering the Client-An Introduction to the Collaborative . . . → Read More: June 14: Cape Cod Practice Group: Empowering the Client-An Introduction to the Collaborative Law Dispute Resolution Process

June 6: Women's After Work Gathering: Hopsters in Newton

Women of the FPA: Please join us after work for an easy, casual gathering for camaraderie and networking. Wednesday June 6th, 5-7:30pm, at Hopsters in . . . → Read More: June 6: Women’s After Work Gathering: Hopsters in Newton

June 21: Metrowest Practice Group: Divorce Demystified

Join us on June 21: Metrowest Practice Group: Divorce Demystified

An overview of the common financial issues present in a Divorce action and Post-Divorce Judgment . . . → Read More: June 21: Metrowest Practice Group: Divorce Demystified

July 10th: InvestmentNews: The Women Adviser Summit in Boston

Attend the Women Adviser Summit in Boston, July 10th

Location: The Colonnade Hotel

Invest in your business, your brand and yourself.

The InvestmentNews Women Adviser . . . → Read More: July 10th: InvestmentNews: The Women Adviser Summit in Boston

May 16: Webinar: Planning for Medicare- Countdown to 65

May 16: 12-1 PM with Susan Flanagan of Blue Cross Blue Shield

1 CFP CE

Planning for Medicare-Countdown to 65 is a comprehensive seminar that . . . → Read More: May 16: Webinar: Planning for Medicare- Countdown to 65

April 12: Cape Cod Practice Group: What’s Your Superpower?

Join us April 12th from 8:30 to 10:30 am at the Cape Cod 5 Cents Saving Bank in Sandwich

Do You Work In A Field . . . → Read More: April 12: Cape Cod Practice Group: What’s Your Superpower?

May 7: Wicked Good Talks: Fourpoints Norwood

Wicked Good Talks™ May 7, 2018

Investment advisers face an evolving landscape of challenges in pursuit of the limitless opportunities in growing their business. Rising . . . → Read More: May 7: Wicked Good Talks: Fourpoints Norwood

March 14 Webinar: ERISA based health insurance

March 14 Webinar: ERISA based health insurance with Victor Lugo of the Employer Advantage Group

12 to 1:00 pm. 1 CFP CE pending approval.

This . . . → Read More: March 14 Webinar: ERISA based health insurance

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