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First Quarter Gone Already....Wow

By Daniel Galli, CFP® posted 04-07-2014 19:22

  
It's hard to believe that we have already passed the first three months of this year.  Time seems to be racing by but thanks to the efforts of so many creative and committed members of the FPA of MA Chapter, we have lots to celebrate.

Recognizing the challenges faced by younger planners to attend daytime meetings, Eric Roberge of our Membership Committee to an idea and fashioned it into an event.  We held our fist NextGen cocktail event in March.  It was a roaring success.  Conversations, connections and networking abounded as the group shared experiences and dreams.  Buidling on this success, Eric is planning two more events for the summer and a larger and even more creative event for the later in the year.  But I'll let him share that with you.

We also had a terrific event last week.  In partnership wtih Boston University, we held a Career Night at BU.  Over 60 individuals interested in pursuing a career in financial planning attended.  We had twelve sponsor signed up, companies who were there to talk about their need to hire.  The highlight of the night was a panel discussion with three planners sharing how they entered the business, how they run their businesses and where they see the profession going. The audience peppered them with questions.  Capping off the discussion, Bob Glovsky addressed the group.  Bob has recently been appointed by the President to the Advisory Council on Financial Capability for Young Americans.  This was all followed by two hours of networking between the attendees and the companies who cam.  Congratulations to Beth Milkovits and her team for a terrific job of organizing and running this exciting and useful event.

There's so much more to talk about.  Our committees and members are invovled in helping the community and enhancing the profession.  I'll share more with you in a couple of weeks.
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