by Kristin Beane | Feb 13, 2025 | Community News, FPANE News, Home Page Features, Member 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 | Feb 12, 2025 | FPANE News, Home Page Features, Webinars & Events
Join us for Guy’s Wicked Smahht People Webinar Series: Planning for your client’s long-term care needs and how Life/LTC Hybrid policies can help In this program we will be discussing how LTC costs can affect your client’s financial plan. We will cover how Hybrid...
by Kristin Beane | Feb 11, 2025 | Community News, FPANE News, Home Page Features, Webinars & Events
FPA NE NexGen presents Strategic Alliances: Networking for CFPs. This webinar covers the difference between networking and prospecting, effective conversation starters, and how to connect with key people. We’ll also discuss building your personal brand, reading and...
by Kristin Beane | Feb 10, 2025 | FPANE News, Home Page Features, Webinars & Events, Wicked Good Half-Day Talks
Join us for our first Wicked Good Half Day Talks of 2025. 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...
by Kristin Beane | Feb 9, 2025 | Community News, Consumer News, FPANE News, Home Page Features, Webinars & Events
Join FPA NE and Xtrackers by DWS for: The Case for International Investing and the Currency Hedged Opportunity . Jason Chen will discuss how international investing unlocks global growth and diversification, but currency fluctuations can impact risk and returns. A...
by Kristin Beane | Feb 8, 2025 | Consumer News, FPANE News, Home Page Features
Hosts Michael Connaughton and Chris Boyd are joined by Steve Tenney, Founder of Grandview and Company. Steve Tenney is the Founder of Grandview & Company. After 26 years as a Senior Portfolio Manager and Senior Vice President at UBS, Steve and his team launched...
