by Kristin Beane | May 22, 2022 | FPANE News, Home Page Features, Member News
Join us June 9th and 10th at the Sea Crest Beach Hotel in Falmouth, MA for Wicked Good Talks CFP Board Ethics with Bonnie Kirchner Bonnie is a Certified Financial Planner ™ practitioner and a CFP Board Ethics instructor with a MS degree in Taxation from Bentley...
by Kristin Beane | May 21, 2022 | FPANE News, Home Page Features, Member News
Join us June 9th and 10th at the Sea Crest Beach Hotel in Falmouth, MA for Wicked Good Talks June 9th: Beginning at noon 9 Holes of Golf at Brookside Club Scenic bike ride on The Shining Sea Bikeway Welcome Reception at the Sea Crest to Follow June 10th: Full Day...
by Kristin Beane | May 4, 2022 | FPANE News, Home Page Features, Member News
Please join us for our first in-person meeting of the season! Registration from 9:00 to 9:30 am Session 1: Steven Ryder, President and Founder of True North Networks, Inc. will present: Lessons Learned from SEC Audits. This session will include an overview of the...
by Kristin Beane | Mar 31, 2022 | FPANE News, Home Page Features, Member News
Join Joan McGrath and Kathy Vitello of PLAN MA & RI. PLAN of MA & RI is a 501(c)3 nonprofit organization that offers Special Needs Trusts to people of any age with any disability, helping to preserve their assets, protect their access to public benefits, and...
by Kristin Beane | Mar 20, 2022 | Consumer News, FPANE News, Home Page Features, Member News
We created the FPA Virtual Externship for YOU. Our goal with this externship is to support students, new professionals, career changers, experienced professionals and those who are entirely new to financial planning – with unique insights into the profession. No...
by Kristin Beane | Mar 1, 2022 | FPANE News, Home Page Features, Member News
2022 Speed Networking The FPA of New England NexGen group has designed an innovative networking experience that is a spin-off of the speed dating concept, except it’s made specifically for financial planning professionals! This is a fantastic way to meet several...
