by Kristin Beane | Nov 19, 2024 | Community News, FPANE News, Home Page Features, Webinars & Events
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 18, 2024 | Community News, FPANE News, Home Page Features, Webinars & Events
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 | Nov 17, 2024 | 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 Massachusetts Financial Planning Association, and Massachusetts...
by Kristin Beane | Nov 16, 2024 | Community News, FPANE News, Home Page Features, Webinars & Events
Join FPA NE and Xtrackers by DWS for: Active Global Natural Resources. Natural Resources is an under-invested sector for most investors. Yet, natural resources sector plays an important part to several major trends in the global economy: energy transition, adoption of...
by Kristin Beane | Nov 15, 2024 | Community News, FPANE News, Home Page Features, Webinars & Events
All are welcome to join FPA NE NexGen & Nicole Wallace, MBA, Vice President – Private Wealth Director at Franklin Templeton for an evening of networking, drinks and light refreshments. Clarke’s at Faneuil Hall 21 Merchants Row, Boston, MA 02109...
by Kristin Beane | Nov 14, 2024 | FPANE News, Home Page Features
Join us for the FPA NE Annual Town Hall Meeting from 12PM – 1PM which includes the 2025 Board Slate presentation, 2024 year in review and looking ahead to 2025. The election of the board and officers will be held during the Virtual Annual Meeting/Town Hall. If...
