by Kristin Beane | May 23, 2018 | Community News, FPANE News, Home Page Features, Member News
The Financial Planning Association NexGen group has teamed up with the Massachusetts Society of CPA’s (MSCPA), Boston Estate Planning Council (BEPC) and the Trusts and Estates Consortium (TEC) groups to hosts its second annual inter-organizational networking event...
by Kristin Beane | Apr 30, 2018 | FPANE News, Home Page Features, Member News
May 16: 12-1 PM with Susan Flanagan of Blue Cross Blue Shield 1 CFP CE Planning for Medicare-Countdown to 65 is a comprehensive seminar that helps people approaching Medicare eligibility understand their health insurance options outside of employer-sponsored coverage,...
by Kristin Beane | Apr 2, 2018 | Community News, FPANE News, Home Page Features
Join us April 12th from 8:30 to 10:30 am at the Cape Cod 5 Cents Saving Bank in Sandwich Do You Work In A Field That Is Saturated With Others That Do What You Do? Do People Have Trouble Understanding How You Are Different From Your Competition? Learn How Having A...
by Kristin Beane | Mar 5, 2018 | Community News, FPANE News, Home Page Features, Member News
Wicked Good Talks™ May 7, 2018 Investment advisers face an evolving landscape of challenges in pursuit of the limitless opportunities in growing their business. Rising to those challenges, the FPA of MA brings you a “one-of-a-kind” symposium, Wicked Good Talks™....
by Kristin Beane | Jan 31, 2018 | Community News, FPANE News, Home Page Features, Member News
Cape Cod Practice Group Meeting on February 8th at 8:30 AM at Cape Cod 5 in Sandwich. Tax Deductible – Tax Deferred -Tax Free! Try and find that somewhere else in the tax code. HSA’s are going to quickly become a significant tool for health care...
