by Kristin Beane | Oct 14, 2021 | Community News, FPAMA News, Home Page Features
Join us October 20th at 12 noon with our newest Platinum Partner’s from Changebridge- Ross Klein & Vincent Lorusso of Changebridge Capital, LLC They will be discussing: A Sustainable Approach to ESG. 1 CFP CE pending approval Register Here for the 10/20...
by Kristin Beane | Oct 12, 2021 | Community News, FPAMA News, Home Page Features
Join us from 12-1 pm with leading tech experts from Broadridge, FMG, and Snappy Kraken. The panel will be moderated by Ben Flood. The panel will explore digital marketing for financial planners. Register today! Reserve your spot for the 10/27 Wicked Tech Talk ...
by Kristin Beane | Sep 27, 2021 | FPAMA News, Home Page Features
Join us October 21st from 5-6 pm with Steve Sanduski. NexGen is hosting Steve to discuss how to have “Digital Asset Conversations with Clients” This is open to all FPA MA/NNE Members. Register...
by Kristin Beane | Sep 26, 2021 | FPAMA News, Home Page Features
Join us October 21st from 9:00 am to 10:00 with T. Rowe Price’s presenter- Jean Dunne, CFP Prospecting the Next Wave of Wealth: Connect with your clients of tomorrow. The clients of tomorrow likely don’t look like your clients today. The top 10% of...
by Kristin Beane | Sep 15, 2021 | Community News, FPAMA News, Home Page Features, Member News
Financial Planning Association of Massachusetts launched a Member Spotlight program this year to feature our members and their businesses, activities and accomplishments, community involvement, and more! Today we spotlight Chris Boyd of Asset Management Resources. In...
