by Kristin Beane | Jan 20, 2025 | FPANE News, Home Page Features
Happy New Year from FPA New England! Wishing you a healthy and prosperous 2025!
by Kristin Beane | Jan 19, 2025 | Community News, FPANE News, Home Page Features, Webinars & Events
Join the FPA NE NexGen for a complimentary cup of coffee, a breakfast treat and networking at The Tradesman Cofee Shop & Lounge, 58 Batterymarch St. Boston, MA 02110. All are welcome, we look forward to connecting in the new year. Register Here! ...
by Kristin Beane | Jan 18, 2025 | Community News, FPANE News, Home Page Features, Webinars & Events
Join FPA NE and BCBS for the first Wellness Wednesday of 2025! 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...
by Kristin Beane | Jan 3, 2025 | Consumer News, FPANE News, Home Page Features
Helping Financial Advisors Save on Taxes – with Catherine Tindall, CFA More and more I keep hearing from other financial planners that they are struggling to find good CPAs that they can send their clients to for tax preparation. Too many CPAs are either retiring or...
by Kristin Beane | Jan 2, 2025 | Consumer News, FPANE News, Home Page Features
On this episode we speak with psychologist, behavioral finance expert and New York Times best-selling author, Dr. Daniel Crosby. Dr. Crosby is the Chief Behavioral Officer at Orion Advisor Solutions, host of the Standard Deviations podcast, and author of numerous...
by Kristin Beane | Jan 1, 2025 | Consumer News, FPANE News, Home Page Features
Hosts Brad Wright and Kathleen Kenealy are joined by Sam Gough and Abe Ringer. Sam is the 2025 incoming FPA-NE Chapter President and Abe will be President-Elect (2026 President). When not volunteering to run our chapter, Sam is a Senior Client Advisor with...
