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October 20: Changebridge Capital, LLC: A Sustainable Approach To ESG
Ross Klein & Vincent Lorusso of Changebridge Capital, LLC will discuss will discuss a....
October 20 2021
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October 21:CCPG Prospecting The Next Wave Of Wealth
Join Jean Lynn Dunn, CFP, Vice President, Insights Leader from T.Rowe Price for a discussion on....
October 21 2021
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October 21: NexGen Presents: Digital Asset Conversations With Clients
Are your clients asking you about digital assets yet? If not, it’s likely they will be in....
October 21 2021
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October 27: Wicked Tech Talks - Digital Marketing
Join this interactive moderated panel of speakers discussing the topic of digital marketing for....
October 27 2021
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October 28:Boston Practice Group: Estate Planning - Practical Suggestions For Advisors & Their Clients
Join Heidi Seely, Counsel at Day Pitney, LLP for a brief overview of how Massachusetts and Federal....
October 28 2021
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November 3: BCBS Wellness BCBS Wellness Series: Medicare Advantage
Learn how Blue Cross Blue Shield of Massachusetts Medicare Advantage  (Part C) plans provide....
November 3 2021
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November 8: Mortgage Mondays With Mortgage Network Inc: Loan Qualification Parameters Review
Donna and Matt McKeown from Mortgage Network Inc. will provide a General Update and Loan....
November 8 2021
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November 17: Changebridge Capital, LLC: Quantamental Investing
Ross Klein & Vincent Lorusso of Changebridge Capital, LLC will discuss c ombining the....
November 17 2021
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December 1:BCBS Wellness Series: Planning For Medicare- Countdown To 65
The presentation is geared towards individuals approaching Medicare Eligibility. Topics covered include....
December 1 2021
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December 6: Mortgage Mondays With Mortgage Network Inc: Refinancing & Purchasing While Divorced/Getting Divorced
Donna and Matt McKeown from Mortgage Network Inc. will provide a General Update and....
December 6 2021
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December 8: How Wealthy Families Invest
Join David Marra of Markin Asset Management, LP as he discusses: How Wealthy Families Invest ....
December 8 2021
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January 5: The Mathematics Of Long-Term Income
Join David Marra of Markin Asset Management, LP as he discusses The Mathematics of Long-Term Income:....
January 5 2022
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PAST EVENTS IN THE LAST 3 MONTHS
August 12: FAFSA Changes That WILL Impact Your Clients - Cozy Wittman
August 12th from 12-1pm FAFSA Changes that WILL Impact Your Clients - Cozy WittmanUnbeknownst to....
August 12 2021
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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 with....
August 11 2021
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August 10: Changebridge Capital, LLC: The Recent Evolution Of ETFs
Ross Klein & Vincent Lorusso of Changebridge Capital, LLC will discuss the history of ETFs and....
August 10 2021
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August 5: NexGen Presents: Justin Castelli Personal Branding
Justin Castelli, Certified Financial Planner® practitioner, the founder and leader of RLS....
August 5 2021
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August 4: T.Rowe Price Webinar: Inflation - Hedged Strategies
In this webinar, Mike Sewell will explore scenarios for inflation going forward, including....
August 4 2021
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August 2: Mortgage Mondays With Mortgage Network Inc.
General Update, Fixed Rate vs. ARM’s and Conforming vs. High Balance Conforming vs. Jumbo in....
August 2 2021
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July 27: Boston South Shore Practice Group: Marketing Best Practices For Financial Planners
Boston South Shore Practice Group: July 27th from 9am-10am Powered by Bonaventure Marketing Best....
July 27 2021
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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 Blue....
July 21 2021
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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 14 2021
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July 12: Mortgage Mondays With Mortgage Network Inc.
All your mortgage questions answered with Donna and Matt McKeown from Mortgage Network Inc. General....
July 12 2021
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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 to....
June 23 2021
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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 an....
June 22 2021
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