by Kristin Beane | Jun 17, 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 | Jun 15, 2020 | FPAMA News, Home Page Features
Join us June 24th from 12-12:45 pm Q/A by Susan Flanagan: Senior Plan Consultant Blue Cross Blue Shield of Massachusetts Event Registration ...
by Kristin Beane | Jun 8, 2020 | Home Page Features
June 11th Virtual Cape Cod Practice Group from 9:00 to 10:00 am Breaking Down a Broken Market- A Deeper Look Into Municipal Bonds: Nick Foley, Senior Portfolio Manager of Segall Bryant & Hamill Advisor Do’s and Dont’s of Digital Marketing: Ryan DeSola of the...
by Kristin Beane | Apr 20, 2020 | FPAMA News, Home Page Features
As we work hard to provide ongoing support to the entire financial planning community, FPA will be offering free online learning opportunities (live webinars and on-demand recordings) to build, refresh and strengthen the skills and knowledge that can help you help...
by Kristin Beane | Apr 1, 2020 | Community News, FPAMA News, Home Page Features
Join us for the June 4th Virtual Wicked Good Talks CFP® Ethics with Marguerita Cheng, CFP®, RICP®, CEO Blue Ocean Global Wealth Tax and Retirement Planning after the Pandemic: Jeff Levine, CPA/PFS, CFP®: Lead Planning Nerd at Kitces.com Morning and Evening Sessions...
by Kristin Beane | Mar 25, 2020 | FPAMA News, Home Page Features
Whether you’re a member, chapter leader or chapter executive, FPA wants to support you as you cope with the recent turmoil in the markets stemming from the spread of COVID-19 (the Coronavirus). Financial planning is a global profession and FPA is proud to have...
