Financial Planning Association of New England | Fostering the value of financial planning and advancing the financial planning profession in the Bay State

July 24: NexGen Happy Hour @ Harpoon Brewery

Networking & Guided Tasting at Harpoon In Person: July 24th, 5:30 - 7:30PM All are invited to join the FPA NE NexGen crew for a fun and casual Happy Hour at Harpoon Brewery! Enjoy a guided beer tasting, great company, and delicious Seaport Square Pies pizza while...

August 14: Wicked Good Half Day Talks: AI Summit

Join FPA New England for Wicked Good Half Day Talks - When CFP Met GPT: I'll Have What AI's Having. How real advisors are using technology to work smahtah not hahdah. Get ready for a wicked smart evening of cutting-edge ideas, real-world applications, and bold...

247 – Federal Employee Retirement Benefits Explained: Insights from Micah Shilanski, CFP®

If you’ve seen the news this year, you know why we wanted to talk about this topic. Whether DOGE layoffs or early retirements or concerns about future job security, Federal employees may be looking to financial advisors for counsel. To help you be better prepared we...

248 – Reassuring Clients About Social Security – with Marcia Mantell

Reassuring Clients About Social Security – with Marcia Mantell On this episode, Kathleen and Kevin speak with Social Security and retirement planning expert Marcia Mantell to talk about how clients’ anxiety about Social Security has changed over the last few months....

249 – What you need to know about Reverse Mortgages with Stephen Pepe

On this episode of the Wicked Pissah Podcast, we are joined by Stephen Pepe of Longbridge Financial, LLC, where he is a top producing Loan Officer, Reverse Mortgage Consultant and industry expert in reverse mortgages. Steve shares with us his expertise in the...

250 – Dan Galli & Dennis Moore- Catching up with FPA Leadership

Catching up with FPA Leadership - with Dan Galli & Dennis Moore On this episode Kathleen and Kevin are joined by FPA national president-elect Dan Galli as well as long-time member, supporter and now acting CEO of FPA National, Dennis Moore. We chat about what...

About the Financial Planning Association of New England

Since the year 2000, the FPA® NE has sought to foster the value of financial planning and advance the financial planning profession in New England. Our 900 members are dedicated to the financial planning process, which entails establishing personal and financial goals and creating a way to reach them. FPA® NE believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP® certificant.

Many FPA® NE members engage in philanthropic pro bono work in their communities. They also recommend legislation, elevate public awareness, promote financial literacy, and advocate for sound economic and tax policies. We welcome all those who advance the financial planning process and promote the CFP® mark as the cornerstone of the financial planning profession.