by Kristin Beane | Mar 11, 2025 | Community News, FPANE News, Home Page Features, Member News, Webinars & Events
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 | Mar 10, 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 | Mar 9, 2025 | FPANE News, Home Page Features, Webinars & Events, Wicked Good Half-Day Talks
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 of your clients’ families and estates. Kate Hufnagel...
by Kristin Beane | Mar 8, 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 | Mar 7, 2025 | Community News, Consumer News, FPANE News, Home Page Features, Webinars & Events
Join FPA NE and Christian McCormick, CFA – Head of Client Portfolio Management at Meketa Capital for Investing in Private Markets. We will cover: What are private markets; how do they compare to public markets? The Benefits of Private Equity Investments and How They...
by Kristin Beane | Mar 6, 2025 | Webinars & Events
Register Now! Please join us for an enlightening presentation & networking designed to bring NexGen Advisors & Veteran Advisors together! Topics: • What should younger NexGen Advisors be doing to show value to the lead advisors. How to advocate for yourself...
