Friday, March 31, 2023 from 8:00 AM to 1:30 PM EDT
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The Verve Hotel 
1360 Worcester St
Natick, MA 01760

Driving Directions 


Kristin Beane 
Financial Planning Association 

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


  • 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.