August Practice Group Meetings: Stoughton, Cape Cod, Southborough

Join us for our August Practice Group Meetings

 

August 2nd: Boston South Group

The Nuts and Bolts of using FPA Connect. Come hear how . . . → Read More: August Practice Group Meetings: Stoughton, Cape Cod, Southborough

Happy Anniversary! 30, 15 and 10 Years of Membership

30 Years

Wanda Cantlin, CFP®

15 Years

Erica Feldblum, CFP®

Joseph Luiso, CFP®

10 Years

Todd Mills, MSF, CFP®

. . . → Read More: Happy Anniversary! 30, 15 and 10 Years of Membership

June 21: Metrowest Practice Group: Divorce Demystified

An overview of the common financial issues present in a Divorce action and Post-Divorce Judgement action with Marc I. Schmelkin, Esquire

Location: Michael S. Orentlich, . . . → Read More: June 21: Metrowest Practice Group: Divorce Demystified

September 20: NexGen: Tax Cuts and Jobs Act Expert Panel

The FPA MA NexGen committee has organized a panel of top industry experts across multiple disciplines (tax, estate and investment management) to discuss the most . . . → Read More: September 20: NexGen: Tax Cuts and Jobs Act Expert Panel

August 7: Member FREE CE Day: MFS at the Prudential Center

Thank you to MFS for hosting the event.

8:00 to 9:00 am Registration

8:50 to 9:00 am Welcome

9:00 to 9:50 am Global Investment Perspective

. . . → Read More: August 7: Member FREE CE Day: MFS at the Prudential Center

August 9: Women's Summer Cocktail Series: Newton 5:30-7:30pm

Join the FPA MA Women’s Group for the Summer Cocktail on August 9th from 5:30-7:30pm!

Join us for a casual gathering of summer cocktails in . . . → Read More: August 9: Women’s Summer Cocktail Series: Newton 5:30-7:30pm

November 14, 2018: Financial Planning Career Night BU

Attend a Career Night with Financial Planning Professionals. Whether you are an employer looking to find talent or looking to explore a different career path . . . → Read More: November 14, 2018: Financial Planning Career Night at BU

FPA MA Members Named Most Influential Investors

Congratulations to Investopedia’s Most Influential Advisors: FPA Members: Chris Chen, Jamie Ebersole, Jeff Tomaneng, John Napolitano and Marc Freedman!

 

July 19: FPA NNE & FPA MA Wine tasting: LaBelle Winery

An Evening at LaBelle Winery – Celebrating Summer with the FPA of Northern New England and FPA of MA

Take a well deserved break and . . . → Read More: July 19: FPA NNE & FPA MA Wine tasting: LaBelle Winery

July 10th: InvestmentNews: The Women Adviser Summit in Boston

Attend the Women Adviser Summit in Boston, July 10th

Location: The Colonnade Hotel

Invest in your business, your brand and yourself.

The InvestmentNews Women Adviser . . . → Read More: July 10th: InvestmentNews: The Women Adviser Summit in Boston

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