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

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 12: Wicked Good Membership 101

Join us for Wicked Good Membership 101 on May 12th at noon. Membership Director Karen Van Voorhis will give an overview of the wide-ranging benefits available to you as a member. Whether you are new to FPA or a seasoned member, this webinar is for you! [maxbutton...

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...

May 20: Estate Planning; How to Plan- After the Election

Join us for Guy’s Wicked Smahht People Webinar Series, featuring Kevin Quinn. This course will delve into the practical effects and solutions should the TCJA sense, should it be extended, and should there be new and unique legislation involving estate taxes, capital...

May 22: NexGen & MassCPAs Coffee Meet Up

All are welcome to join FPA NexGen and the MassCPAs for a casual coffee meetup at Tradesman Coffee Shop from 8AM to 9AM. We’re brewing up great conversations, new connections, and a chance to bridge the gap between financial planning and tax. Whether you're looking to...

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.