by Kristin Beane | Apr 17, 2025 | FPANE News, Home Page Features, Member News, Webinars & Events, Wicked Good Half-Day Talks
Join us on 5/29 at the Union Bluff in York, ME for a deep dive into the dollars, data, and decisions behind college planning. From understanding financial aid formulas to selecting the best college to calculating ROI, our expert speakers will give you the tools you...
by Kristin Beane | Apr 16, 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 8, 2025 | FPANE News
Partnering for Success: Planning for Medicare Guidance for Your Clients Are you reaching out to your clients as they approach age 65? This is the time when many people have questions about Medicare. When should they enroll? What happens if they continue to work? What...
