FPA of Massachusetts
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FORTHCOMING EVENT SCHEDULE
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June 22: New Member 101: Learn, Connect, Lead With FPA MA
Mini slideshow presentation with Membership Director Karen Van Voorhis followed by Q&A and....
June 23: Integrating Time, Money & Joy Into Your Planning Process? Webinar Focus Retirement “Encore” Planning.
Glenn Frank will present. Time and money are invariably in tension with everyone’s desire....
July 12: Mortgage Mondays With Mortgage Network Inc.
All your mortgage questions answered with Donna and Matt McKeown from Mortgage Network Inc.....
July 14: T.Rowe Price Webinar: Digital Currencies – Speculation Or Disruption?
Matthew Ko, CFA and Vice President of T. Rowe Price Group, Inc. will discuss Digital....
July 21: BCBS Wellness Webinar: Geo Blue And Dental Blue 65
Wellness Webinar: July 21st from 12-1pm Powered by Blue Cross Blue Shield:  Geo Blue and Dental....
August 2: Mortgage Mondays With Mortgage Network Inc.
General Update, Fixed Rate vs. ARM’s and Conforming vs. High Balance Conforming vs. Jumbo....
August 5: NexGen Presents: Justin Castelli Personal Branding
Justin Castelli, Certified Financial Planner® practitioner, the founder and leader of RLS....
August 11th: Taxes Transfers And Tea Leaves- HNW Estate Planning Techniques In Use Today
Join us August 11th – from 12-1 p.m. 1 CFP CE Pending approval Jeff Brooks, Wealth Strategist....
August 11 2021
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August 12: FAFSA Changes That WILL Impact Your Clients - Cozy Wittman
August 12th from 12-1pm  FAFSA Changes that WILL Impact Your Clients - Cozy Wittman....
August 12 2021
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November 10th: Taxes Transfers And Tea Leaves : Smart Charitable Giving
Join us November 10th – from 12-1 p.m. 1 CFP CE Pending approval Jeff Brooks, Wealth Strategist....
November 10 2021
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PAST EVENTS IN THE LAST 3 MONTHS
April 29: BCBS Factors To Consider Regarding Medicare Enrollment
Sue Flanagan and Julie Gartley will answer your questions on when your client should be enrolling in....
April 29 2021
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April 21:Longbridge Webinar: How To Use Reverse Mortgages To Secure Your Retirement With Dr. Wade Pfau
Webinar: How to use Reverse Mortgages to Secure Your Retirement with Dr. Wade Pfau April 21st - from....
April 21 2021
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April 14: Authentically Connecting With Women - Powered By T.Rowe Price
Women's Wealth is growing and so must your understand of women investors.  The face of....
April 14 2021
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April 8:Hubly Back To Basics: Creating Raving Fans By Focusing On Fundamentals
Join Louis Retief, Co-founder and CEO of Hubly as he breaks down the fundamentals of the Financial....
April 8 2021
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April 5: Mortgage Mondays With Mortgage Network Inc.
All your mortgage questions answered with Donna and Matt McKeown from Mortgage Network Inc. General....
April 5 2021
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March 30: Marketing That Works For Advisors Today With Impact Communications
Join Impact Communications, one of the financial services industry’s best-known and most-respected....
March 30 2021
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March 25: 2021 NexGen Speed Networking Event
2021 Speed Networking The FPA of MA NexGen group has designed an innovative networking experience that....
March 25 2021
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March 23: Charitable Giving With Foundation Source
Join us March 23rd – from 12-1 p.m. 1 CFP CE Pending approval Join Robyn Hullihan and Jeff Haskell....
March 23 2021
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March 18: Boston South Practice Group Estate Planning Post-Secure Act
Join us March 18th, 2021 from 9AM to 10AM to discuss Estate Planning Post-Secure Act Ashley Evirs is the....
March 18 2021
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March 16: BCBS Wellness Webinar: Seven Strategies To Help You Stress Less
Join us March 16th - from 9-10 am Powered by Blue Cross Blue Shield BCBS Wellness....
March 16 2021
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March 10: Webinar Growing After Tax Wealth With Russell Investments
Webinar with Rob Kuharic ,CFA® and Cory Christiana, AIF® will discuss Russell....
March 10 2021
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February 24: Q&A Coffee With Blue Cross Blue Shield/Susan Flanagan
Join us for the coffee series answering all your Medicare questions with Susan Flanagan from Blue....
February 24 2021
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