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

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

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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

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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

May 8: Wicked Good Talks: Annual Conference: Babson College

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Monday, May 8 Wicked Good Talks: Annual Conference

Babson College Executive Conference Center

7:30 to 6:00 pm. Up to 7 CFP CE’s granted. Stay

What . . . → Read More: May 8: Wicked Good Talks: Annual Conference: Babson College

April 26: Minorities in Business Event

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Join our members for this exciting event: Featuring FPA MA Members: Gerald Loftin and Phuong Luong

Register Today!

Boston University and Boston University Taiwanese American . . . → Read More: April 26: Minorities in Business Event

April 13: Cape Cod Practice Group: Long Term Care Options

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April 13th at the Cape Cod 5 Bank on 6A in Sandwich 8:30 AM

Every day, 10,000 people will turn 65 between now and . . . → Read More: April 13: Cape Cod Practice Group: Long Term Care Options

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