About the Society of Financial Service Professionals

For more than 80 years, the Society of Financial Service Professionals has been helping individuals, families, and businesses achieve financial security.  With their strong commitment to delivering only those financial products and planning services that are in their clients' best interests, the Society's approximately 11,000 members nationwide are uniquely qualified to assist the public in reaching their future financial goals—today, tomorrow, and into the next millennium.  Society members can provide consumers expert assistance with: estate, retirement and financial planning; employee benefits; business and compensation planning; and life, health, disability, and long-term care insurance.  Society members have earned recognized professional credentials in the financial services industry, or are working towards attaining a professional credential.  If you are looking for a professional adviser who has experience, knowledge, and a strong commitment to ethical business practices, look for a member of the Society of Financial Service Professionals.

Join the 

Boston Chapter!

Upcoming events

Boston Welcomes...James S. Aussem, National president of the Society of Financial Service Professionals (FSP) and a shareholder in the Cleveland law firm of Cavitch Familo & Durkin, Co., LPA 

Mr. Aussem’s practice is focused on succession planning, mergers and acquisitions as well as estates and trusts.  Mr. Aussem is a frequent speaker, facilitator, and instructor for many professional organizations on topics such as business succession, buying and selling businesses, estate planning, insurance, trusts and estates. He has spoken at the Society of FSP’s Arizona Institute, Advanced Planning Clinic, the Cleveland Estate Planning Institute, the AICPA Advanced Planning Institute, the Cleveland Tax Institute, the Ohio Accounting Show, the Ohio Society of CPA’s Annual Tax Seminar, the Ohio State Bar Association, the Federal Bar Association, Cleveland Marshall College of Law, the Northern Ohio Planned Giving Day, MetLife Advanced Planning Symposiums, Ameritas Forum among other organizations.

Mr. Aussem was elected to the Executive Committee of FSP effective September 1, 2015 after serving as a national director since 2012. He became the 90th president of FSP effective September 1, 2017. He has been active in the Cleveland Chapter, serving as President 2010-2011. He serves on the Planned Giving Committees of the Cleveland Museum of Art, University Hospitals and Baldwin-Wallace University. He is a member of the Cleveland-Marshall College of Law, Dean’s National Advisory Council and also a member of the American, Ohio, and Cleveland Metropolitan bar associations as well as the Estate Planning Council of Cleveland. He has been chosen as one of America's Best Lawyers every year since 2009 and for the past 7 years he has been chosen in two categories, Corporate Law and Trusts and Estates. READ MORE


Maybe your organization could value from being a Boston Chapter sponsor?

Click HERE for more details





 






Boston Chapter of the Society of Financial Service Professionals

2637 E. Bellerive Drive, Chandler, Arizona 85249

Phone: 844-FSP-6600  Email: Hello@FSPBoston.org

Boston FSP is a 501(c)6 non-profit organization.

Privacy Policy, Use of Data & Legal Notices

Powered by Wild Apricot Membership Software