Upcoming Events

December 4: Guy’s Wicked Smahht People Webinar Series

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...

December 4: Women’s Initiative Joint Winter Networking Reception

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...

December 10: Xtrackers Webinar – Active Global Natural Resources

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...

December 11: NexGen Happy Hour @ Clarke’s

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 [maxbutton id="1"...