by Kristin Beane | Sep 16, 2020 | FPAMA News, Home Page Features
September 23: Boston Practice Group: Virtual: 9:30 to 10:30 am. 1 CFP CE granted Risk Management Tips and Techniques for the Private Client: A discussion to help guide your client conversations on property and casualty (P&C) insurance As a financial advisor, you...
by Kristin Beane | Aug 25, 2020 | FPAMA News, Home Page Features
Click here for Brad’s Message FPA MA’s Diversity, Equity, and Inclusion Initiative
by Kristin Beane | Aug 25, 2020 | Home Page Features
” I have experienced firsthand the transformational impact that having access to different educational opportunities can have in someone’s life and helping people understand their overall financial situation, their options and how their decisions affect their...
by Kristin Beane | Jul 17, 2020 | FPAMA News, Home Page Features
The Financial Planning Association NexGen group has teamed up with the Massachusetts Society of CPAs, Boston Estate Planning Council and the Trusts and Estates Consortium to host its fourth annual (but first virtual) inter-organizational networking event! The intended...
by Kristin Beane | Jul 17, 2020 | FPAMA News, Home Page Features
Join us August 5th from 1-4 pm CHANGE TOMORROW STARTS TODAY This change will not occur overnight. It will be a long, uncomfortable and bumpy process, but one that we are committed to lead for our members. To act on our commitment to change during these times of social...
by Kristin Beane | Jul 14, 2020 | FPAMA News, Home Page Features
Be Prepared, Be Empowered Knowledge is power when it comes to being prepared for a spouse’s death or a divorce, yet many clients don’t even know the right questions to get the information they need to ensure their future financial security. Although both...
