Feb 28: Webinar: Wealth Advisors Guide to 2017

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February 28, 2017 from 12-1 PM 1 CFP CE pending approval

Register Today!

The Wealth Advisor’s Guide to 2017 is designed to help financial services . . . → Read More: Feb 28: Webinar: Wealth Advisors Guide to 2017

March 9: Cape Cod Practice Group: You Have Been Named Executor, Now What?

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The Cape Cod Practice Meeting on Thursday, March 9th at 8:30 AM to be held at the Cape Cod Five Savings Bank on Route 6A . . . → Read More: March 9: Cape Cod Practice Group: You Have Been Named Executor, Now What?

March 30: NexGen Speed Networking Event at BU Castle

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It’s finally here… the most talked about NexGen event in the history of FPA MA. We’re creating an explosive conversation between the top young planners . . . → Read More: March 30: NexGen Speed Networking Event at BU Castle

March 17: Half Day Program

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March 17: 8:30 to 12 noon. Half Day Program MFS Investment Management, 111 Huntington Ave, Boston. 3 CFP Ce’s Pending approval

Striking it Niche! Fixed . . . → Read More: March 17: Half Day Program at MFS Investment Management

2017 Scholarship Application Now Available

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Eligibility To be eligible an applicant must meet all of the following qualifications:

 Is currently enrolled in a CFP® program administered by an accredited . . . → Read More: 2017 Scholarship Application Now Available

January 24: Incorporating Charitable Planning in Your Business

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Incorporating Charitable Planning in Your Business. 98% of HNW investors contribute to charities annually but only 14% of advisors have charitable planning conversations with their . . . → Read More: January 24: Incorporating Charitable Planning in Your Business

Employing Caregivers: Tax & Legal Issues Advisors Need to Know

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Employing Caregivers: Tax & Legal Issues Advisors Need to Know: Dec 14 from 12 to 1pm

There are more than 5 million Americans currently living . . . → Read More: Dec 14: Webinar: Employing Caregivers: Tax & Legal Issues Advisors Need to Know

December 2: Half Day Meeting: Danvers

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Give for the Holidays. Bring an unwrapped toy to support our National Guard Military Families

DOl Ruling Panel Discussion How to Market to the Mass . . . → Read More: December 2: Half Day Meeting: Danvers

2016 Financial Planner of the Year Award Nominations

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The time is now to nominate your colleagues for the Annual Financial Planner of the Year Award.

Contributions (at least one must apply)

●History of . . . → Read More: 2016 Financial Planner of the Year Award Nominations

Nov 30 NexGen Year End Celebration

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All are welcome to join the year end celebration at Cinquecento in the South End, Boston.

Drinks and refreshments will be provided. Please bring a . . . → Read More: November 30: NexGen Year End Celebration

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