by Kristin Beane | Nov 9, 2017 | 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 | Nov 3, 2017 | Community News, FPANE News, Home Page Features
Career Night at Boston University/Metcalf Trustee Center Whether you’re an employer looking for talent or a student exploring a new career path, the Financial Planning Career Night event is for you. THE PANEL Moderator: Lindsay Singer, CFP®—Client Advisor at Battery...
by Kristin Beane | Nov 1, 2017 | FPANE News, Home Page Features
In this webinar, Avi Sharon of Blackstone looks at some of the forces that may be inclining individual investors to incorporate “alternative” investments in their portfolio, and then offers some general allocation suggestions on how they may do so. We think there are...
by Kristin Beane | Oct 20, 2017 | Job Postings
Client Service Manager Grimes & Company – Westborough, MA 01581 Description Established Metrowest Registered Investment Advisory firm seeks Client Service Manager to support the onboarding and servicing operations of new and existing clients. The ideal...
by Kristin Beane | Sep 5, 2017 | Community News, FPANE News, Home Page Features
Join our colleagues from the Northern New England Chapter of FPA for a great evening of networking and a special presentation from the guest speaker Dr. Amy D’Aprix: Working with female clients: November 1 from 4:00 to 7:00 at Stonehedge Inn and Spa in Tyngsboro MA....
