FPA of New England
Westborough , MA
Welcome to FPA of New England!
The Financial Planning Association of New England was recognized at FPA’s 2011 Chapter Leaders Conference as a Roadmap to Success Recipient and achieving an Outstanding Achievement Award. The chapter was also recognized in 2010 for attaining the Pinnacle Award which requires extraordinary achievement annually for five consecutive years.
UPCOMING EVENTS
Thursday, November 13, 11:00-6:30pm Wicked Good Talks "Wicked Smart Wealth: Planning Your Future"
Join us for a dynamic program on retirement planning, social security, & personal finance featuring leading voices in the field. Our distinguished speakers include Sharon Carson, Marcia Mantell, Beth Pinsker & Matthew Rutledge. Early bird ends Oct 1st!
Thursday, November 20, 2025, 12-1:00pm, Financial & Estate Planning Under the OBBBA - Webinar
The One Big Beautiful Bill (OBBBA) introduces broad tax cuts, new deductions, and a larger estate tax exemption, with many benefits phasing out for high earners. This presentation will cover the key changes and planning strategies.
Tuesday, December 2, 12:00-1:00pm, Ana E. Schwarz is presenting "Your Clients are Getting Divorced, What Happens Next?", Webinar
Join us for Guy’s Wicked Smahht People Webinar Series with Ana E. Schwarz of Rubin Rudman LLP. 70–80% of divorced women change Financial Advisors. Ana will share why—and how to retain clients during divorce.
Wednesday, December 3, 2025, 12-1:00pm, Annual Town Hall Meeting
Join the FPA NE Annual Town Hall from 12–1 PM for the 2026 Board Slate, a 2025 review, and a look ahead to 2026. Board and officer elections will take place during the virtual meeting. If uncontested, the slate will be elected by acclamation.
Tuesday, December 9, 2025, 12-1:00pm, 2025 Policy & Planning Update
Tax planning is evolving with new policies and the One Big Beautiful Bill (“OBBB”). We will share key updates, planning opportunities, and practical year-end strategies for high-net-worth investors.
Thursday, December 11, 2025, 8-9:00am, FPA NE NexGen - Caffeine & Conversation at Common Good Co. in Waltham, MA.
All are welcome to join FPA NexGen for a casual coffee meetup at Common Good Co. Grab your favorite brew and expand your network! This casual coffee meet-up is a relaxed space to share ideas, make connections, and spark collaborations!
Thursday, December 11, 2025, 8-9:00am, FPA NE NexGen - Caffeine & Conversation at Lil's Cafe in Kittery, ME.
All are welcome to join FPA NexGen for a casual coffee meetup at Lil's Cafe. Grab your favorite brew and expand your network! This casual coffee meet-up is a relaxed space to share ideas, make connections, and spark collaborations!
Tuesday, December 16, 2025, 12-1:00pm, BCBS Wellness Webinar, "Planning for Medicare – Guidance for Your Clients"
Are your clients nearing 65 and have Medicare questions? Blue Cross Blue Shield of Massachusetts’ Planning for Medicare program offers guidance, tools, and answers. Join us for a sample presentation and Q&A.
Board of Directors
Platinum Partners
Allianz | Babak Abedi | Regional Vice President | Advisory Consultant Babak.Abedi@allianzlife.com | Northeast District | 410.683.8849 | https://www.allianz.com/en.html
American Funds/Capital Group Damian Carroll CFA®, CIMA®, CPWA® Relationship Manager – RIA/BT (RM-RIA/BT) O 877.421.1328 | M 860.573.8064 dafc@capgroup.com capgroup.com
CareAlly | Parker Polidor | Co-Founder | Mparker@joincareally.com | https://www.joincareally.com
Jackson | Hutch Hutchinson, CIMA®, CRPS® | RIA External Consultant-CT, MA, ME, NH, RI & VT | 401.895.6205 Hutch.Hutchinson@jackson.com
Longbridge Financial | Steven Pepe | 508.282.6329 spepe@longbridge-financial.com longbridge-financial.com/advisors
Blue Cross Blue Shield of Massachusetts | Susan Flanagan | 617.908.9582 susan.flanagan@bcbsma.com bcbsma.com
Mekata Capital | Paul Napolitana | Senior Vice President | 781.636.5799 | Pnapolitano@meketacapital.com | https://meketa.com/
Movement Mortgage | Donna B. McKeown Senior Loan Officer NMLS 20377 -781.775.7172 donna.mckeown@movement.com mortgagesbydonna.com
Northeast Brokerage | Guy W. Ziriak Sales Vice President 603.305.1886 gziriak@nb-bga.com nb-bga.com
SS&C Alps Adviors | Justin Hillstrom | Senior Sales Executive | 720.253.4603 | justin.hillstrom@alpsinc.com | https://www.alpsadvisors.com/
Unlimited Funds | Paul Berard | ETF Sales Management | 917-254-9563 | paul@unlimitedfunds.com | https://unlimitedfunds.com
Xtrackers by DWS | Sergio J. Valente | Xtrackers ETF Client Specialist | 917.938.9106 | sergio.valente@dws.com | https://etf.dws.com/en-us/
Technology Partners
Simay Onder | Partnerships Manager simay.onder@bluejlegal.com bluej.com
Jump | Tobin Bennion | Head of Sales | 801.633.9052 | tobin@jumpapp.com | https://jumpapp.com/
Grayscale | David Babat, CAIA®, CIMA®| VP, Market Leader-Northeast | 917.209.9422 | https://www.grayscale.com/
Overvue | John Finney, CFP® | Co-Founder & CEO | jfinney@overvueproposals.com | https://www.overvueproposals.com/
Event Partner
Vanguard Financial Advisor Services | Kelly Crean Orr | RIA External Sales Executive-MA NH ME | 617.480.4739 | https://investor.vanguard.com/advice