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For FPA Members
 
 

Mission Statement


FPA of Northern New England is the community that fosters the value of financial planning, and advances the practice and profession of financial planning.

 

Chapter Highlights

 

Chapter Roadmap to Success Recipient for 2011!


 

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The Financial Planning Association® ofNorthern New England was recognized at FPA’s 2011 Chapter Leaders Conference as a Roadmap to Success recipient.  The chapter was honored for its accomplishments and efforts in chapter operations, chapter leadership, community outreach, member outreach, membership development and special achievements.   FPA President Martin Kurtz, CFP®, AIFA®, and Chapter Leadership Advisory Council Chair Shannon Pike, CFP®, presented the award.  Mike Bonacorsi, 2012 Chapter President accepted the award on behalf of the chapter.

 

Chapter Initiates Assistance Program for Vermonters Impacted by Hurricane Irene!

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In response to the devastation and ongoing impacts of Hurricane Irene on the citiziens of    Vermont, the Chapter has developed a pro bono program, including a special toll-free number  (888-562-8774) to offer financial planning expertise to those impacted.  Click here to learn more about the program. Members interested in providing assistance to this effort should contact Tom Wagner at 802-295-5300 or via email at twagner@summitwg.com

About FPA of Northern New England Learn about how you can become involved…

Contact Us Find out how FPA of Northern New England helps reach your career goals…

Join us at our next chapter meeting We discuss many topics to help your business…
Mark your calendars for the following 2012 continuing education seminars.  Check back shortly for links to a copy of the program agenda and registration form.

  • Friday, March 23, 2012, The Inn at Church Landing, Meredith, NH
  • Friday, May 4, 2012, The Woodstock Inn, Woodstock, VT
  • Friday, October 26, 2012, The York Harbor Inn, York Harbor, ME

Special Feature...FPA Membership Logo!  An FPA Membership Logo is available for all current FPA members in good standing. Promote your FPA membership by using the FPA Member Logo. Displaying the FPA Member Logo communicates member dedication to FPA's Code of Ethics and Standard of Care. Members may use the Logo on their newsletter, e-mail signature, business card, and much more!

Get Your CFP® Learn where in our region to earn your CFP® designation or where to go for examination preparation courses.

Distinguished Financial Advisor Recognition Program!  Learn more about this new program and how to nominate one of your peers!

Job Postings/Career Resources This area of our site is updated monthly with job posting provided to our Chapter. The Chapter reserves the right to refuse to post a position or to remove a posting at any time. All contact regarding a posted position should be made with the hiring agency and not the Chapter. To submit a job posting, click here.  Click on the job(s) posted to learn more about it.
Financial Administrator with US Dist. Court of NH (Jan. 2012)
Personal Financial Management Specialist (Dec. 2011)
Investment Portfolio Manager (Dec. 2011)

 

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Join FPA of Northern New England's LinkedIn Network!

Events and
Conferences

 

 

Coming Soon: FPA Business Solutions 2012! 


Get the tools you need to build your practice. March 4-6, 2012, San Francisco, California

Your Practice
Your Clients

 

 

FPA’s Virtual Learning Center offers practice management sessions on topics ranging from generating referrals to effectively using social media. Browse these sessions and more (many of which are free to FPA members) through the Practice Management Center.

 

 

Read more >

Member Benefits: 
Use Them

 

 

New! FPA-ActiFi Adviser Technology Report: Document Management Edition is now available to help you quickly spot the solutions that offer the best functionality, pricing, training, and other benefits to suit your business needs.

 

 


More details >

Knowledge and
Resources

 

 

Take advantage of FPA’s archived ethics courses – each comes complete with streaming audio, PowerPoint presentation and an online CE exam. 

 

 

 

 

More details >

 

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Members Celebrating Anniversaries

 

The FPANNE would like to congratulate our members who are celebrating a milestone Anniversary.

Milestone Anniversaries reported to the Chapter by FPA as of January 4, 2012


15 Years
Leslie M. Morey, CFP®, CLTC,
Brattleboro, VT

10 Years

Myles J. Crowe, CFA, CFP®, Jackson, NH

Michael H. Fogarty, CFP®, The Foundry Financial Group, Inc., Laconia, NH

David R. Hawkes, CPA, Hawkes and Quirk, Ellsworth, ME

William J. Moeckel, CFP®, CFA, WJM Financial, Inc., Bedford, NH