2013 has been a very exciting year for our MA Chapters Community Outreach and Pro Bono work. Our long standing successful programs with the MA National Guard and the Dana Farber Cancer Institute continue to bring high quality financial planning assistance to those in need. Both programs have been nationally recognized and use FPA of MA members to achieve their goals. Interested in helping? Let us know.
We also have a new project coming to fruition in a few weeks. In association with the MA Council of Elder Affairs, the FPA of MA has developed a program to help advisors recognize and deal with signs of cognitive issues in older clients.
We must meet our fiduciary responsibility to clients which means that we cannot share information with others but what do you do when you suspect that your client may not be making sound decisions and may be suffering from early dementia or Alzheimer's?
Sign up for the webinar on Wednesday, November 13th from 3:00 - 5:00pm EST. This may just be the single most important educational activity you participate in this year! Click on the link below to see details of this important webinar and sign up now while space allows.
Elder Financial Exploitation and Alzheimer's Disease - What Every Financial Planner Needs to Know
We are also working on offering training for FPA members in understanding the municipal retirement system in MA for those who may work with municipal employees or whose clients may be married to a municipal employee. Training will include the MA state retirement system, Social Security implications, disability coverage under the state retirement plans, medical insurance options, voluntary contributory retirement plans and much more. Those who complete this training successfully, may become eligible for future projects involving the FPA and the Massachusetts Association of Contributory Retirement Systems. Look for more details on this in the first quarter of 2014.
Thanks to all our volunteers who have made all of these terrific accomplishments possible. We just can't thank you enough.