The presentation is free of charge and open to the public. The seminar will be led by FPA of MA member Peter Hoffman, CFP, RLP. Hoffman is a Certified Financial Planner™ (CFP®) professional at Orion Wealth Advisors in Lexington MA and is also one of a select group of Life Planners who has attained the exclusive Registered Life Planner® (RLP®) designation from the Kinder Institute of Life Planning.
The seminar is part of a statewide library education series for the public addressing financial literacy that is sponsored by the FPA of MA.
About the Financial Planning Association™
Since the year 2000, the FPA™ MA 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™ MA 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. For more information please call 866-804-0484 or visit www.fpama.org.
