April 24: NexGen Topgolf Event

Join FPA NE NexGen at Topgolf, for golf, apps, drinks, networking and fun!  This event is powered by Harbor Capital Advisors, Inc.  Space is limited, register today!

May 1: BCBS Wellness Wednesday: Health Promotion

Join FPA NE and BCBS MA for Wellness Wednesday Webinar: Health Promotion.  

May 15: Women’s Initiative Joint Spring Networking Reception

Please join: Boston Women in Finance, CFA Society Boston, Massachusetts Society of CPAs, Women in ETFs Boston, Women's Initiative of the Massachusetts Financial Planning Association,  Women in Investing; Networking & Supporting (WINS), and Women Investing in a...

190 – Heart of Financial Planning Award Winner Virginia Asher

This week, we are joined by #FinancialPlanner, continuous #learner, #aspiring #teacher, and 2023 FPA Heart of Financial Planning Award winner Virginia Asher. Virginia practices financial planning at Chichester Financial Group and TrustBank Wealth Management and...

191 – 2024 College Planning with Cozy Wittman

On today’s episode, Brad Wright and Jeff Tomaneng are joined by Cozy Wittman. Cozy is an education and partnership leader at College Inside Track. Cozy speaks nationally about college search, educating families and training financial advisors and other professionals...

192 – Your Financial Therapist- Erika Wasserman

Erika Wasserman, CEO of Your Financial Therapist, joins us to discuss how she addresses #financial #anxiety and #stress #management, #money and #relationshps, #mindset, and #behavior #change with her #FinancialTherapy clients and how she trains #FinancialPlanners to...

About the Financial Planning Association of New England

Since the year 2000, the FPA® NE has sought to foster the value of financial planning and advance the financial planning profession in the Bay State. Our 900 members are dedicated to the financial planning process, which entails establishing personal and financial goals and creating a way to reach them. FPA® MA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP® certificant.

Many FPA® NE members engage in philanthropic pro bono work in their communities. They also recommend legislation, elevate public awareness, promote financial literacy, and advocate for sound economic and tax policies. We welcome all those who advance the financial planning process and promote the CFP® mark as the cornerstone of the financial planning profession.

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