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

April 1: Meketa Webinar – Investing in Private Markets

Join FPA NE and Christian McCormick, CFA – Head of Client Portfolio Management at Meketa Capital for Investing in Private Markets. We will cover: What are private markets; how do they compare to public markets? The Benefits of Private Equity Investments and How They...

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 29: Women’s Initiative Joint Networking/lunch & learn

Please join CFA Society Boston, Boston Women in Finance, Women in ETFs Boston, Women in Investing Network & Supporting, and Women Investing for a Sustainable Economy, Women's Initiative of the Financial Planning Association of New England, and Massachusetts...

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.