by Kristin Beane | Mar 26, 2025 | Community News, Consumer News, FPANE News, Home Page Features, Webinars & Events
Please join CFA Society Boston, Boston Women in Finance, Women in ETFs Boston, Women in Investing Network & Supporting, and Women Investing for a Sustainable Economy, Women’s Initiative of the Financial Planning Association of New England, and Massachusetts...
by Kristin Beane | Mar 20, 2025 | FPANE News
Hosts Brad Wright and Mike Connaughton are joined by James Costabile and Ryan Van Geons of iCapital. James Costabile is Managing Director and Head of US Alternative Investment Distribution and Ryan Van Geons is a Senior Vice President, who covers our New England area...
by Kristin Beane | Mar 12, 2025 | FPANE 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...
by Kristin Beane | Mar 11, 2025 | FPANE News
We have a fantastic day of discussions planned! Tricia Smock will dive into the recent changes to MA estate tax laws and will provide crucial insights, especially given how important these laws are for so many of your clients’ families and estates. Kate Hufnagel...
by Kristin Beane | Mar 6, 2025 | FPANE News
Register Now! Please join us for an enlightening presentation & networking designed to bring NexGen Advisors & Veteran Advisors together! Topics: • What should younger NexGen Advisors be doing to show value to the lead advisors. How to advocate for yourself...
by Kristin Beane | Mar 1, 2025 | FPANE News
Join FPA NE and Xtrackers by DWS for: The Case for International Investing and the Currency Hedged Opportunity . Jason Chen will discuss how international investing unlocks global growth and diversification, but currency fluctuations can impact risk and returns. A...
