News By Tag
News By Location
FPA of MA Celebrates National Financial Planning Week with Statewide Educational Events
Members of FPA of MA are available as interview sources on topics including tax planning, planning for costs of education, planning for uncertain times, planning considerations for long distance caregiving, insurance, estate planning and more.
The presentations are open to the public and will be led by Certified Financial Planners who are members of the FPA of MA and volunteer their time for the organization to promote financial literacy.
10/1 7 pm at Bedford Free Public Library, “Planning for the Costs of Education”
10/3 6 pm at Sharon Public Library, “Financial Planning Considerations For Long Distance Caregiving.”
10/3 7 pm at Winchester Public Library, “Choosing the Right Insurance for Every Stage of Your Life”
10/3 7 pm at Swampscott Library, “Investment Basics”
10/4 7 pm at Watertown Free Public Library, “Taking Control of Your Finances: A Financial Planning Starter Kit”
10/4 7 pm at Needham Public Library
10/4 6:30 pm at Boxford Public Library, “A Financial Fire Drill: Planning for Uncertain Times.
10/4 7pm at Winchester Public Library, “Real World Retirement Planning”
10/4 6 pm Boston Public Library, “Financial Planning for Home Ownership”
10/17 1pm at Bedford Free Public Library, “Estate Planning: Introduction to the Essentials.”
“The Financial Planning Association of MA is proud of the many committed volunteers in our organization that make these programs available to the public with no cost or obligation,”
These seminars are 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.