by Kristin Beane | Oct 8, 2020 | Community News, FPANE News, Home Page Features
Join us October 21st from 12-1 p.m. Jeff Brooks, Wealth Strategist with Capital Group/American Funds will discuss Taxes, Policy and Investment Strategy under possible administrations (Trump or Biden). With the enormous stimulus packages rolled out last Spring and the...
by Kristin Beane | Apr 1, 2020 | Community News, FPANE News, Home Page Features
Join us for the June 4th Virtual Wicked Good Talks CFP® Ethics with Marguerita Cheng, CFP®, RICP®, CEO Blue Ocean Global Wealth Tax and Retirement Planning after the Pandemic: Jeff Levine, CPA/PFS, CFP®: Lead Planning Nerd at Kitces.com Morning and Evening Sessions...
by Kristin Beane | Feb 15, 2020 | Community News, FPANE News, Home Page Features
Early Bird Ends February 7th The FPA Retreat is an annual gathering of advanced financial planning practitioners who are passionate about refining their craft and committed to working together to shape the future of the profession. The event holds a unique place in...
by Kristin Beane | Jan 27, 2020 | Community News, FPANE News, Home Page Features, Member News
The FPA of MA NexGen group has designed an innovative networking experience that is a spin-off of the speed dating concept, except it’s made specifically for financial planning professionals! This is a fantastic way to meet several financial planning professionals and...
by Kristin Beane | Jan 16, 2020 | Community News, FPANE News, Home Page Features, Member News
Upcoming Events: Stay tuned for more information and registration… and even more events as we get our webinars and coffee with a resource series set! February 6th: South Shore Practice Group Meeting February 13th: Cape Cod Practice Group Meeting March 5th:...
