Boston Chapter

The Society is a network of select credentialed members working in diverse financial disciplines – bound together to pursue knowledge, uphold the highest ethical standards and form meaningful relationships for the benefit of our clients. 

December "Meet the Expert": The Biggest Property & Casualty Issues You May Have Missed In Your Clients' Financial and Estate Plan

  • Wednesday, December 11, 2019
  • 11:30 AM - 1:00 PM
  • MassMutual Conference Center, 1 Marina Park Drive, 8th Floor, Boston, MA 02210
  • 12

Registration

  • A guest must be registered by the member who is sponsoring this guest to attend.

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FSP is excited to announce to Members...

Lunch Round Table Discussions

Our Table Moderator will be: Susan Ogrodnik-Smith

Susan Ogrodnik-Smith is is a 30-year veteran of the property casualty insurance industry and is the Chief Sales Officer for Personal Insurance and oversees the Private Client Group at HUB International New England, LLC. In her current role, Susan works with family office managers, high net-worth families and trusted advisor teams to assess the unique personal insurance exposures they and their clients face. Her focus is designing comprehensive insurance programs that incorporate clients’ primary residences and vacation homes, automobiles, valuable collections of art work, antiques, jewelry and silver; coverage for watercraft and aircraft and determining adequate liability limits.  Susan and her team also help clients assess their personal security risk at home and when traveling abroad; best practices when employing household domestics such as nannies and housekeepers; risk associated with sitting on for-profit and not-for profit boards and collection management strategies.  Susan is a graduate of Trinity College in Hartford, Connecticut and received her Bachelor of Arts degree in English and Philosophy.

Our topic is:  The Biggest Property & Casualty Issues You May Have Missed In Your Clients' Financial and Estate Plan

How much liability insurance is enough? And what are your clients’ most significant areas of liability exposure?

  • Residential properties with alternate ownership and in other states
  • Valuables such as fine art and jewelry
  • Toys

Boston Chapter of the Society of Financial Service Professionals


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

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

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