On this week's episode, attorney Adam Minsky gives us an overview of the latest happenings around student loan cancellation, including eligibility and who benefits. We also hear from Paula Harris, financial advisor and author of Rise Up: A Widow's Journal. Join Susan Flanagan to learn how Blue Cross Blue Shield of Massachusetts Medicare Advantage (Part C) plans provide additional coverage at a low monthly premium.
These plans feature the simplicity of a single plan and cover medical, hospital, and prescription costs. Get all your mortgage questions answered! Join us and Jeff Brooks, Wealth Strategist with Capital Group/American Funds as he discusses Smart Charitable Giving Outright gifts Split-interest gifts Gifts with benefits Charitable LLCs Deductibility 1 CFP CE Pending approval maxbutton id="1".
These plans feature the simplicity of a single plan and cover medical, hospital, and prescription costs. Get all your mortgage questions answered! Join us and Jeff Brooks, Wealth Strategist with Capital Group/American Funds as he discusses Smart Charitable Giving Outright gifts Split-interest gifts Gifts with benefits Charitable LLCs Deductibility 1 CFP CE Pending approval maxbutton id="1".
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The Financial Planning Association of Massachusetts was recognized at FPA's 2011 Chapter Leaders Conference as a Roadmap to Success Recipient and achieving an Outstanding Achievement Award. The chapter was also recognized in 2010 for attaining the Pinnacle Award which requires extraordinary achievement annually for five consecutive years.
The financial planning profession exists to help consumers make wise financial decisions to achieve their life goals. FPA benefits the public by helping to ensure that financial planning is delivered through competent, ethical financial planners. FPA is the community that fosters the value of financial planning and advances the financial planning profession.
The Financial Planning Association of Massachusetts is dedicated to elevating the profession that transforms lives through the power of financial planning by believing that changing tomorrow starts today. We seek to advance the profession by cultivating a community that provides inspiration, growth, amplification, and belonging.
Hello, FPA members. My name is Inna Rivilis, and I am pleased to be serving as President of the FPA Massachusetts chapter for 2021. 2020 was a challenging year for all of us. To ensure we stay connected during these difficult times, we have changed how we deliver our programming to continue providing valuable content for your business and your clients.
Volunteers work together to advance the financial planning profession with key governmental decision-makers. The center of our activities is the state legislature, formally known as The General Court of the Commonwealth of Massachusetts.
Our Advocacy Committee also maintains relationships with the Massachusetts Securities Division, the Massachusetts Division of Insurance, the Massachusetts Attorney General's Office, and the Office of the State Treasurer.
Our Advocacy Committee also maintains relationships with the Massachusetts Securities Division, the Massachusetts Division of Insurance, the Massachusetts Attorney General's Office, and the Office of the State Treasurer.
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