by Kristin Beane | Jun 1, 2023 | Community News, FPANE News, Home Page Features
Justin Fitzpatrick, Co-Founder of Income Lab will discuss: Understanding client experiences with spending adjustments in retirement. Advisors and researchers have long commented on the need to adjust spending (up or down) through retirement to accommodate changing...
by Kristin Beane | May 22, 2023 | Community News, FPANE News
Attention Ladies of FPA NE, join women from the Mass Society of CPAs, the CFA Society of Boston, Boston Women in Finance, and more for an inter-association women’s event on Wednesday May 24th at Tia’s in Boston starting at 5:30. Register...
by Kristin Beane | Apr 10, 2023 | Community News, FPANE News, Home Page Features
Please join Blue Cross Blue Shield on May 17th at 12pm to hear our most popular program offering “Planning for Medicare- Countdown to 65” Are you reaching out to your clients as they approach age 65? This is the time many people have questions about Medicare. When...
by Kristin Beane | Apr 1, 2023 | Community News, FPANE News, Home Page Features
You’re invited to join us for a NexGen Happy Hour connection on Wednesday, April 12th from 5-7pm, courtesy of our 2023 NexGen sponsor, Harbor Capital Advisors. This event is FREE to FPA NE members and will be held at the Fin Point Oyster Bar + Grille in Boston....
by Kristin Beane | Mar 9, 2023 | Community News, FPANE News, Home Page Features
Please join Blue Cross Blue Shield on March 15th at 12pm to hear about their most popular program offering “Planning for Medicare- Countdown to 65”. Are you reaching out to your clients as they approach age 65? This is the time many people have questions about...
by Kristin Beane | Feb 6, 2023 | Community News, FPANE News, Home Page Features, Member News
Are you a career changer looking for advice? Are you a student curious about financial planning career paths? Are you a CFP® looking for career development? Read below to find out more about the FPA of New England’s MentorMatch program! The FPA of New England...
