by Kristin Beane | Nov 19, 2024 | FPANE News
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 14, 2024 | FPANE News
Join the FPA New England for Wicked Good Half Day Talks at the Union Bluff, York ME. The focus of the day will be Love & Money, followed by happy hour and networking. 4 CFP CEs approved. Agenda: 10:00-10:50 Registration 10:50-11:00 Welcome Remarks 11:00-11:50...
by Kristin Beane | Nov 7, 2024 | FPANE News
Join FPA NE & BCBS of MA for Wellness Wednesday: Exploring Medicare Advantage Plans. Have you ever wondered about the Medicare Advantage plans advertised on TV? Join us as a Blue Cross Blue Shield of Massachusetts representative unravels the options. Learn about...
by Kristin Beane | Oct 29, 2024 | Consumer News, FPANE News, Home Page Features
Hosts Brad Wright and Mike Connaughton are joined by Julie Casey of Definiti. Julie is Regional Sales Director – New England Territory, for Definiti, which is a national retirement services firm that helps workplace organizations with retirement plan expertise,...
by Kristin Beane | Oct 18, 2024 | Consumer News, FPANE News, Home Page Features
In this episode our guest is Donna McKeown of Movement Mortgage. The discussion starts by considering the recent change in the Fed Funds Rate and what impact it has had on the current interest rate environment. We discuss what moves Mortgage rates. Donna shared the...
by Kristin Beane | Oct 10, 2024 | FPANE News
All are welcome to join the FPA NE NexGen for Navigating the Financial Future: Career Insights & Networking. Are you ready to explore the dynamic world of financial services? Join us at Bentley University for an exclusive opportunity to gain insights from seasoned...
