by Kristin Beane | Mar 28, 2017 | Community News, FPANE News, Home Page Features
April 13th at the Cape Cod 5 Bank on 6A in Sandwich 8:30 AM Every day, 10,000 people will turn 65 between now and the year 2030. Whether it affects you in your business or in your personal life, it is important to have at least a basic understanding of what long-term...
by Kristin Beane | Feb 28, 2017 | Community News, FPANE News, Home Page Features, Member News
March 17: 8:30 to 12 noon. Half Day Program MFS Investment Management, 111 Huntington Ave, Boston. 3 CFP Ce’s Pending approval Striking it Niche! Fixed Income Update Behavioral Economics STRIKING IT NICHE! with Stephen Wershing How would you like prospective...
by Kristin Beane | Feb 2, 2017 | FPANE News, Home Page Features, Member News
Eligibility To be eligible an applicant must meet all of the following qualifications: Is currently enrolled in a CFP® program administered by an accredited university or college registered with the CFP Board of Standards. (The scholarship may be used towards a...
by Kristin Beane | Feb 2, 2017 | Job Postings
BALLENTINE PARTNERS Intern for the High Net Worth Group Ballentine Partners has pioneered the field of objective, conflict-free wealth management advice for extremely wealthy families. Our clients rely on us to be their most trusted counselor and to manage all aspects...
by Kristin Beane | Dec 30, 2016 | Community News, FPANE News, Home Page Features
Incorporating Charitable Planning in Your Business. 98% of HNW investors contribute to charities annually but only 14% of advisors have charitable planning conversations with their clients. Did you know that virtually all high-net worth clients give to charity...
