FPA New England Free CE Days 

Join the FPA of New England for Free CE Days, including CFP Board ethics.

Tuesday 8/1/2023 

• 12:00 to 12:50PM - Mortgage Update: Donna McKeown of Movement Mortgage
• 1:00 to 2:45PM - CFP Ethics with Melissa Kemp
• 3:00 to 3:50PM - Advanced Tax Strategies will be covering 1031, DSTs, 721s, and Opportunity Zones: Allan Sheahan of Cantor Fitzgerald
• 4:05 to 4:55PM - Taxes Transfers & Tea Leaves: Advisor as ally – Supporting clients and their families in matters of family governance with Cap Group/American Funds' Leslie Geller

Wednesday 8/2/2023   

• 8:30 to 9:20AM - Preparing for the SEC’s Proposed Cybersecurity Rules: Tammy Jutras of Visory
• 9:35 to 10:25AM - Positioning in a Late Cycle Environment: featuring MRB's Salvatore Ruscitti
• 10:35 to 11:25AM - Topic TBD with Tom Lester of Hines
• 11:25 to 12:00PM - Break
• 12:00 to 12:50PM - Reverse Mortgage Update: Longbridge Jerry Auippa
• 1:05 to 1:55PM - What you need to tell your clients about Medicare: with Susan Flanagan of Blue Cross Blue Shield
• 2:10 to 3:00PM - Special Needs Trusts Plan MA and RI's Joan McGrath