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

April 4: FPA New England – Town Hall on H46

Learn more about ongoing legislative efforts to improve access to financial literacy education for MA' students! Emily Kowtoniuk, Director of Policy & Legislative Affairs at the Office of the State Treasurer & Receiver General will discuss recently introduced...

April 8: Grayscale Crypto Master Class and Market Outlook

Join FPA NE and Grayscale for Crypto Master Class. The introduction of crypto ETPs have given investors access to a new assets class. Given this expanded market, it is no longer a question of if financial professionals need to understand how to advise on crypto, but...

April 16: BCBS Wellness Wednesday: Planning for Medicare

Partnering for Success: Planning for Medicare Guidance for Your Clients Are you reaching out to your clients as they approach age 65? This is the time when many people have questions about Medicare. When should they enroll? What happens if they continue to work? What...

May 5: Navigating Senior Living – Understanding the Options

Join Ginger Noce and Kristy Kennedy, founders of Silver Bridges Consulting for this timely webinar. Navigating senior living is complex and confusing as there are many options available in the market. In this presentation participants will gain an understanding of...

May 7: Xtrackers Webinar – Artificial Intelligence – machines take over

Join FPA NE and Maria Milina, PhD., Research Analyst on the DWS Research Institute Team for: Artificial Intelligence – machines take over Artificial Intelligence (“AI”) is poised to reshape the global economy, with the potential to add trillions of dollars to global...

May 15: Jump AI – Slash Meeting Admin by 90%

Come learn why thousands of advisors are using Jump's AI to become more efficient and deliver more personalized service for clients. Jump is an AI meeting assistant designed specifically for Financial Advisors. Jump helps advisors prepare for meetings, create detailed...

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.