by Kristin Beane | Nov 25, 2024 | FPANE News
Wishing you and your family a season of abundance and joy. Happy Thanksgiving from your partner in planning, FPA New England!
by Kristin Beane | Nov 19, 2024 | FPANE News
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...
by Kristin Beane | Nov 16, 2024 | Consumer News, FPANE News, Home Page Features
Hosts Michael Connaughton and Brad Wright are joined by Jenn Mayo, Direct of Gift Planning and Advisor Relations, Essex County Community Foundation Essex County Community Foundation inspires philanthropy that strengthens the communities of Essex County. ECCF helps...
by Kristin Beane | Nov 14, 2024 | FPANE News
Join the FPA New England for Wicked Good Half Day Talks at the Union Bluff, York ME. The focus of the day will be Love & Money, followed by happy hour and networking. 4 CFP CEs approved. Agenda: 10:00-10:50 Registration 10:50-11:00 Welcome Remarks 11:00-11:50...
by Kristin Beane | Nov 7, 2024 | FPANE News
Join FPA NE & BCBS of MA for Wellness Wednesday: Exploring Medicare Advantage Plans. Have you ever wondered about the Medicare Advantage plans advertised on TV? Join us as a Blue Cross Blue Shield of Massachusetts representative unravels the options. Learn about...
