• Promotion of Business (Chambers of Commerce)

• 1.

Financial Planning Association

BUSINESS LEAGUE 2025 FPA NE MentorMatch February 26 Guys Wicked Smahht People Webinar Series March 12 NexGen Presents Strategic Alliances Networking for CFPs March 20 Taxes Tombstones Estate Planning for a Wicked Smooth Exit March 26 Xtrackers Webinar The Case for international Investing the Currency Hedged Opportunity April 1 Meketa Webinar Investing in Private Markets About the Financial Planning Association of New England Since the year 2000 the FPA NE has sought to foster the value of financial planning and advance the financial planning profession in New England.

• Consumer Protection and Safety

• 2.

Napfa Consumer Education Foundation

NAPFA is the leading association of Fee-Only financial advisors.

• Financial Counseling, Money Management

• 3.

Financial Planning Society of MA

TO EDUCATE THE PUBLIC ABOUT FINANCIAL PLANNING 2025 FPA NE MentorMatch February 26 Guys Wicked Smahht People Webinar Series March 12 NexGen Presents Strategic Alliances Networking for CFPs March 20 Taxes Tombstones Estate Planning for a Wicked Smooth Exit March 26 Xtrackers Webinar The Case for international Investing the Currency Hedged Opportunity April 1 Meketa Webinar Investing in Private Markets About the Financial Planning Association of New England Since the year 2000 the FPA NE has sought to foster the value of financial planning and advance the financial planning profession in New England.

• Private Independent Foundations

• 4.

Valeo Foundation Inc

THE FOUNDATION SOLICITS CONTRIBUTIONS FROM CLIENTS ASSOCIATED WITH VALEO FINANCIAL ADVISORS LLC AS WELL AS OTHER INDIVIDUALS.

• Professional Societies & Associations

• 5.

Society of Financial Service Professionals

The National Association for Insurance & Financial Advisors is the most prestigious professional association for individuals in the financial services industry.

SOCIETY OF FINANCIAL SERVICE PROFESSIONALS GREATER PHOENIX CHAP

The National Association for Insurance & Financial Advisors is the most prestigious professional association for individuals in the financial services industry.

National Association of Insurance and Financial Advisors

The National Association for Insurance & Financial Advisors is the most prestigious professional association for individuals in the financial services industry.

• Management & Technical Assistance

• 8.

International Association Registered Financial Consultants

The IARFC - non-profit association of designated and credentialed financial consultants formed to foster public confidence in the financial services profession.

• Human Services - Multipurpose & Other N.E.C.

• 9.

National Association of Personal Financial Advisors Inc

NAPFA is the leading association of Fee-Only financial advisors.