2025 FPA NE MentorMatch

Are you a career changer looking for advice? Are you a student curious about financial planning career paths? Are you a CFP® looking for career development? Read below to find out more about the FPA of New England's MentorMatch program! The FPA of New England will...
Northeast Brokerage

February 26: Guy’s Wicked Smahht People Webinar Series

Join us for Guy’s Wicked Smahht People Webinar Series: Planning for your client’s long-term care needs and how Life/LTC Hybrid policies can help In this program we will be discussing how LTC costs can affect your client’s financial plan. We will cover how Hybrid...

March 12: NexGen Presents, Strategic Alliances: Networking for CFPs

FPA NE NexGen presents Strategic Alliances: Networking for CFPs. This webinar covers the difference between networking and prospecting, effective conversation starters, and how to connect with key people. We’ll also discuss building your personal brand, reading and...

March 20: Taxes & Tombstones – Estate Planning for a Wicked Smooth Exit

Join us for our first Wicked Good Half Day Talks of 2025.  We have a fantastic day of discussions planned! Tricia Smock will dive into the recent changes to MA estate tax laws and will provide crucial insights, especially given how important these laws are for so many...

March 26: Xtrackers Webinar – The Case for international Investing & the Currency Hedged Opportunity

Join FPA NE and Xtrackers by DWS for: The Case for International Investing and the Currency Hedged Opportunity . Jason Chen will discuss how international investing unlocks global growth and diversification, but currency fluctuations can impact risk and returns. A...

231 – Grandview and Company with Steve Tenney

Hosts Michael Connaughton and Chris Boyd are joined by Steve Tenney, Founder of Grandview and Company.  Steve Tenney is the Founder of Grandview & Company.  After 26 years as  a Senior Portfolio Manager and Senior Vice President at UBS, Steve and his team launched...

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.

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