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FPAMA Partners Managers Investment Group LLC Bentley College Poli Mortgage Group Charles Schwab Thornburg Investments TIAA-CREF William Blair Funds Chubb Personal Insurance Virgin Money FBR Funds Forward Funds Pimco Funds Artio Global Management LLC Lincoln Financial Laserfiche Pioneer Investments First Call Mortgage Company, Inc. MFS Investment Management TD Ameritrade US Wealth Management, LLC   Web Site Terms and Disclaimers	Updated June 28, 2008 Check out our public pages for other important need to know information. Imagine if we all Do 1 Thing! FPA™ MA Member and Platinum Partner Steven Forss, Pioneer Investments, Does 1 Fabulous Thing… What will your 1 Thing be? Explore the possibilities… The Dana-Farber Cancer Institute / FPAMA Pro Bono Financial Coaching Program - You are called to volunteer for a very unique and worthwhile volunteer opportunity! In a collaboration with the Dana-Farber Cancer Institute, volunteers will provide pro bono education or financial planning to patients and/or their immediate family caregivers who could not otherwise afford a planner. There are three opportunities to consider: Financial Coach, Speaker or Financial Expert. Some of the primary areas of concern for cancer patients and their families include debt, health insurance, government benefits, estate planning, and budgeting. Participation in this program requires that all pro bono planners attend a full-day training session, sponsored by FPAMA and the Dana-Farber Cancer Institute. Learn More… Military Initiative - The Financial Planning Association™ of Massachusetts is committed to supporting our military families - especially those who have family members deployed as part of a reserve or National Guard unit. Call the FPA of MA Referral Line - toll free - 866-804-0484. You’ll be matched with a CFP® practitioner who will work with you at no cost. Read more... More information on the National Military Initiative Information. Local Toll Free Referral Line Identity Theft - Keep your information safe...read how. Volunteer Opportunities - Share Your Passion & Knowledge One Family Scholars, Toni B. Wiley, Program Director, has made the following appeal for instructors. One Family's mission is to END HOMELESSNESS IN MASSACHUSETTS. "We are in the process of submitting our application for the CHAPA seal of approval as a provider of First Time Home Ownership workshops. Our intent is to offer courses primarily to our 125 Scholars, female heads of households who have experienced or been at risk of homelessness and are now on a course to higher education and career stability. We are seeking qualified instructors who would like to be considered as OFS instructors. We are not seeking pro bono assistance and are confident that we would reach a reasonable agreement with individuals and organizations to partner with us in providing this training. We will provide an overview of the objectives and deliverables required by CHAPA, and train-the-trainer sessions as needed. If you individually, and/or your organization, are able and willing to assist us with workshops throughout the year, primarily on Saturdays, generally at Northeastern University's Burlington campus, please let me know as soon as possible, and I will be back in touch with more information. twiley@OneFamilyInc.org Local Toll-Free Referral Line The FPA™ of Massachusetts has own local referral number, 866-804-0484. This number is given out to consumers who want to search for a CFP® licensee. More public news... Coming Up... Mark your Calendars for FPA™ MA's 2008 Programs! June 30, 2008 Anthony Farma, CFP® Scholarship Deadline Click here for an application September 19, 2008 Half Day Program Bentley College, Waltham November 21, 2008 Half Day Program Bentley College, Waltham National Conference in Boston! Your Local Hot Spots! New FPA MA Member Benefits Added New KEY Executive Offices A full-service Executive Office Suites center in Marlborough, MA. Conveniently located at the junction of Route 495 and Route 20. FPA MEMBERS: Sign a 3 month lease and receive 2 months free! New Datasafe Information Services Datasafe Information Services, a full-service information security firm that assists businesses in complying with the requirements of the Gramm-Leach-Bliley Act. New JoS. A. Banks Clothiers Invest in a better image. This new benefit will help you diversify your business attire as well as pay attention to the value category. Log in to the members only area for more details Discussion Forum We have added a discussion board to the Members Only area that will allow members to interact with each other. If you have any subjects related to financial planning that you would like to discuss please come to the discusstion board and share them. If you have questions regarding financial planning, or practice management, come to the board and ask them. It is a great way for all of us to interact with each other! Log in to the members only area. Volunteer Opportunities Put your message in the next issue of The Planner Become a 2008 FPA™ MA Platinum Partner FPA MA Scholarship Information and Application Bentley Parking Permit Directions to Bentley Download Free Samples of New Marketing Brochures Recently updated, the Ask Your CFP® Professional About... brochures are designed specifically for use in your practice to assist you in effectively marketing your practice and educating your clients. Now, view content from each of the seven brochures online in PDF format. Topics include financial planning, tax planning, retirement, college planning, investments, estate planning and insurance, and are available at substantial member discounts. For more information or to place your order, please visit the online products store or contact an FPA member services specialist at 800.322.4237 (404.845.0011 International). About • Benefits • Career Opportunities • Media • Partners • Contact Us Public • Members Only • Join Today ©2008 Financial Planning Association™ of Massachusetts Hosted by Ashdown Technologies, Inc.