October 19: Webinar: Responsible Investing is Good Business

Hands watering young baby plants growing in germination sequence on golden coins / Green business concept

Webinar: October 19, from 12-1 pm. 1 CFP CE Applied for.

Register Today!

Imagine developing an interest and degree of expertise in an approach to . . . → Read More: October 19: Webinar: Responsible Investing is Good Business

October 24: Drop in Networking Event with BEPC

hopsters

Drop-In Networking Event with BEPC: Hopsters in Newton

5:30 to 7:30 pm

Come join us for an opportunity to network with the Boston Estate Planning . . . → Read More: October 24: Drop in Networking Event with BEPC

November 1: Women Advisors Networking Night

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Join our colleagues from the Northern New England Chapter of FPA for a great evening of networking and a special presentation from the guest speaker . . . → Read More: November 1: Women Advisors Networking Night

November 8: Career Night at BU: Metcalf Center

Career Night at Boston University/Metcalf Trustee Center

Whether you’re an employer looking for talent or a student exploring a new career path, the Financial Planning . . . → Read More: November 8: Career Night at BU: Metcalf Center

December 8: Gala with a Goal at Dana Farber

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Join us for a great night of celebrating and giving back to the Dana Farber Patient Assistance Fund.

This night will be a great chance . . . → Read More: December 8: Gala with a Goal at Dana Farber

Sept 28: Women's Study Group: Client Onboarding

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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

January 26: Dana Farber Coach Training

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Volunteer to become a Dana-Farber financial coach. Training for this nationally recognized pro bono opportunity on January 26th from 9:30 to 4:30 at Dana . . . → Read More: January 26: Dana Farber Coach Training

September 15: Half Day Program: Wellington Management

SheriFitts

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: Program: Wellington Management

October 11: Lunch-n-Learn with The Conversation Project

Little cute daughter standing n father's knees. Young mother and grandparents looking at her with smile and love

90% of People say that talking about their end-of-life care is important.

BUT Only 27% have actually done so. The Conversation Project will share their . . . → Read More: October 11: Lunch-n-Learn with The Conversation Project

October 12: CC Practice Group: Create a Powerful Personal Brand

You Are Your Own Brand, message on note paper, computer and coffee on table

Join us October 12th from 8:30 to 10:30 am at Cape Cod Savings Bank on Route 6A Sandwich

Create a Powerful Personal Brand to Attract . . . → Read More: October 12: CC Practice Group: Create a Powerful Personal Brand to Attract and Retain Ideal Clients

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