by Kristin Beane | Nov 19, 2024 | Community News, FPANE News, Home Page Features, Webinars & Events
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 18, 2024 | Community News, FPANE News, Home Page Features, Webinars & Events
Join us for Guy’s Wicked Smahht People Webinar Series, featuring Guy W. Ziriak. Taming the Bear – Using Whole Life Cash Value to Protect Your Client’s Retirement Income. Whole life insurance is an asset class that is uncorrelated to the market. When used properly, it...
by Kristin Beane | Nov 16, 2024 | Community News, FPANE News, Home Page Features, Webinars & Events
Join FPA NE and Xtrackers by DWS for: Active Global Natural Resources. Natural Resources is an under-invested sector for most investors. Yet, natural resources sector plays an important part to several major trends in the global economy: energy transition, adoption of...
by Kristin Beane | Nov 15, 2024 | Community News, FPANE News, Home Page Features, Webinars & Events
All are welcome to join FPA NE NexGen & Nicole Wallace, MBA, Vice President – Private Wealth Director at Franklin Templeton for an evening of networking, drinks and light refreshments. Clarke’s at Faneuil Hall 21 Merchants Row, Boston, MA 02109...
by Kristin Beane | Aug 31, 2024 | Community News, Consumer News, FPANE News, Home Page Features, Member News
FPA of New England is recognized as the 2024 Power of Financial Planning Award winner. DENVER (July 17, 2024) – The Financial Planning Association® (FPA®) and the Foundation for Financial Planning (FFP) are pleased to announce the FPA of New England as the recipient...
by Kristin Beane | May 1, 2024 | Community News, FPANE News
Join Brendan Tammany, Vice President |Private Capital Consultant of Inland Securities Corporation to learn about IPC Alternative Real Estate Income Trust, Inc. (ALT REIT), and its demographic-driven strategy focused on alternative real estate sectors. ALT REIT is...
