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

September 15: Half Day Program: Wellington Management

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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

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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

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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

October 17: Investment News Best Practice Conference: Colonnade Hotel

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The InvestmentNews 5th Annual Best Practices Workshop will be held in Boston on October 17th, bringing together the industry’s most influential thought-leaders and firms.

You . . . → Read More: October 17: Investment News Best Practice Conference: Colonnade Hotel

October 4: NexGen Event: Speak with Impact

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Speak with Impact: Effective Communication in a Noisy World

What’s the most important skill to master as a financial planner? Is it implementing investment strategies? . . . → Read More: October 4: NexGen Event: Speak with Impact

September 13: Webinar: Understanding Senior Care Options and Costs

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Webinar: September 13, 2017 from 12-1 pm

Understanding Senior Care Options and Associated Costs

Michelle Woodbrey, CEO of 2Sisters Senior Living Advisors, will present an . . . → Read More: September 13: Webinar: Understanding Senior Care Options and Costs

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

Congrats Michelle Filippi, CFP®!

Michelle Fillipi

Congrats Michelle Filippi, CFP®

Michelle was granted the 2017 FPA MA scholarship at the August 18 Free Ce Day at John Hancock.

Michelle . . . → Read More: 2017 Scholarship Winner: Michelle Filippi, CFP®!

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