November 21: Multi Chapter Webinar – Taxes, Transfers & Tea Leaves

Join FPA New England and Leslie Geller, Sr. Vice President & Wealth Strategist for a 2024, Q4 - Policy and Planning Update: Preparing Your HNW Clients for a Year of Uncertainty Over the last several years, our concerns and conversations around tax planning have...

December 4: Guy’s Wicked Smahht People Webinar Series

Join us for Guy’s Wicked Smahht People Webinar Series, featuring Guy W. Ziriak. Taming the Bear – Using Whole Life Cash Value to Protect Your Client’s Retirement Income. Whole life insurance is an asset class that is uncorrelated to the market.  When used properly, it...

December 4: Women’s Initiative Joint Winter Networking Reception

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 Massachusetts Financial Planning Association, and Massachusetts...

December 10: Xtrackers Webinar – Active Global Natural Resources

Join FPA NE and Xtrackers by DWS for: Active Global Natural Resources. Natural Resources is an under-invested sector for most investors. Yet, natural resources sector plays an important part to several major trends in the global economy: energy transition, adoption of...

December 11: NexGen Happy Hour @ Clarke’s

All are welcome to join FPA NE NexGen & Nicole Wallace, MBA, Vice President - Private Wealth Director at Franklin Templeton for an evening of networking, drinks and light refreshments. Clarke's at Faneuil Hall 21 Merchants Row, Boston, MA 02109 [maxbutton id="1"...

December 20: FPA NE Annual Town Hall Meeting

Join us for the FPA NE Annual Town Hall Meeting from 12PM - 1PM which includes the 2025 Board Slate presentation, 2024 year in review and looking ahead to 2025. The election of the board and officers will be held during the Virtual Annual Meeting/Town Hall. If...

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.

FPANE Platinum Sponsors