When

Wednesday, March 20, 2024 from 12:00 PM to 6:00 PM EDT
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Where

Conference Center at Waltham Woods 
860 Winter Street
Waltham, MA 02451
 

 
Driving Directions 

Contact

Kristin Beane 
Financial Planning Association 
508-320-1685 
admin@fpama.org 
 

FPA New England Half Day In-Person Meeting 

Join us at the Conference Center at Waltham Woods for the first installment of Wicked Good Half Day Talks in 2024. Half Day conference with Happy Hour to follow at the Copper House Tavern.

Featuring

12:00 - 1:00 PM Lunch & Registration

1:00 PM Jordan Jackson, VP Global Market Strategist with JP Morgan, will discuss "The 2024 Economic & Market Update"

2:00 PM Brendan Frazier, Founder of Wired Planning.  "Futureproof Your Practice: Embracing The Human Element to Thrive in The Age of AI."  

3:00 PM Jennifer Goldman, My Virtual COO will discuss "Transforming your Business for Growth, Legacy, and Profitability"

4:00 PM Michelle Woodbrey, Founder, 2Sisters Senior Care Advisors will discuss "Eldercare Planning" 

5:30 Happy Hour at Copper House Tavern