by Kristin Beane | Dec 1, 2024 | FPANE News
Join us for Guy’s Wicked Smahht People Webinar Series, featuring Guy W. Ziriak. Taming the Bear – Using Whole Life Cash Value to Protect Your Client’s Retirement Income. Whole life insurance is an asset class that is uncorrelated to the market. When used properly, it...
by Kristin Beane | Dec 1, 2024 | FPANE News, Home Page Features
We at FPA of New England wish you a joyful Holiday Season.
by Kristin Beane | Nov 30, 2024 | FPANE News
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 Massachusetts Financial Planning Association, and Massachusetts...
by Kristin Beane | Nov 25, 2024 | FPANE News
Wishing you and your family a season of abundance and joy. Happy Thanksgiving from your partner in planning, FPA New England!
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...
