by Kristin Beane | Nov 20, 2018 | Community News, Consumer News, FPANE News, Home Page Features
Did You Know That It’s Medicare Open Enrollment? This is the perfect time to work with your clients to review their health insurance needs and coverage. From $0 premium Medicare Advantage Plans to Medicare Supplement Plans, Blue Cross Blue Shield of Massachusetts...
by Kristin Beane | Nov 20, 2018 | Community News, FPANE News, Home Page Features, Member News
December 5: Webinar: The Great Wealth Transfer: Building Trust that Lasts 12:00 to 1:00 pm https://attendee.gotowebinar.com/register/8795152235169048321 Learn where your business is most vulnerable. Learn how family dynamics impact your ability to connect. Plan to...
by Kristin Beane | Nov 20, 2018 | Community News, FPANE News, Home Page Features
Join us for a great night of celebrating and giving back to the Dana Farber Patient Assistance Fund. This night will be a great chance for us to celebrate our volunteers and share time together. During the holidays the number one request for assistance, is for food...
by Kristin Beane | Sep 20, 2018 | Job Postings
Job Description: Tax Associate Responsibilities: Advise and assist clients with compliance with tax rules and regulations under the supervision of a Tax Professional. Essential Duties: Prepare client tax returns Prepare tax plans for clients and support other advisors...
by Kristin Beane | Aug 20, 2018 | FPANE News, Home Page Features
Join us on September 26th from 12-1pm This webinar is free for members. 1 CFP® Ce pending approval Future Planning for Clients with Special Needs Short blurb about me: Pamela C. Tames, Esq., Executive Director of PLAN of Massachusetts and Rhode Island, Inc. has more...
