FPA New England Half Day In-Person Meeting
Join us at The Verve Hotel for a great day of presentations with up to 4 CFP CE's
Featuring:
- Cynthia Haddad,CFP®, ChSNC® - Current Trends in Special Needs Planning – Key Tools & Strategies Every Advisor Needs to Know
- Marcia Mantell, RMA® – Social Security, Medicare, Making the Transition to Retirement, etc.
- David Marra, MBA - 2023 Market Update
- Daniel B. Moisand, CFP® - Real World Rebalancing: What Works and How it's Done Under the Gun of Real-World Conditions and CFP Board Update
Boxed lunch and discussions to follow presentations.