Financial Planning Professionals Roundtable - Massachusetts Society of CPAs

The Financial Planning Professionals Roundtable brings together CPAs, CFPs, CFS, and folks working in the Financial Planning space to learn, share best practices, and stay ahead of industry trends. Covering key areas of Personal Financial Planning (PFP)—including retirement, estate, risk management, and investment planning—this group provides a collaborative space to exchange insights and navigate evolving regulations. Whether you're looking to deepen your expertise or connect with like-minded professionals, this network offers valuable opportunities for growth and success

click here to see all upcoming financial planning professionals roundtables

Questions? Contact Melissa Nystedt at mnystedt@masscpas.org.