Thursday, October 6, 2022 from 10:00 AM to 3:30 PM EDT
Add to Calendar 


Portland Regency Hotel & Spa 
20 Milk Street
Portland, ME 04101

Driving Directions 


Kristin Beane 
Financial Planning Association 

FPA New England Half Day In-Person Meeting 

Join us for a great day of presentations with up to 4 CFP CE's

  • Year End Tax Planning with Experts Dan Gayer and Merrill Barter from Baker Newman Noyes
  • Is 70 the New 60? Understanding the Retirement Revolution with Steve Benjamin of SIT Investments
  • Transfer Tax: Practical Guidance for Advisors & Their Clients with Heidi Seely of Day Pitney
  • Answering the toughest questions investment professionals have about digital assets with Alec Strain of Bitwise

Followed by a taste of Maine!