FSP is excited to announce to Members...
Lunch Round Table Discussions
Our Table Moderators will be: Kate Granigan, MSW, LICSW, C-ASWCM and Steven M. Carr
Steven M. Carr is a partner at Pabian & Russell, LLC, concentrating in the areas of estate planning, the administration of estates and trusts, and business succession planning. He co-manages the firm’s Estate Planning and Administration Department, working primarily with families, high-net worth individuals, and privately held businesses. Highly experienced with the technical, sophisticated aspects of estate and tax planning, Steve is also skilled at guiding clients through the personal and family dynamics that can influence planning. As a trusted advisor, Steve works to educate his clients on all their options, translating the complicated lexicon of estate planning into language they can understand. He prides himself on being accessible to clients.
Steve holds the designation of Accredited Estate Planner (AEP), awarded by the National Association of Estate Planners and Councils. This designation recognizes a graduate level specialization in estate planning. It is awarded to a select group of estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character.
Kate Granigan, MSW, LICSW, C-ASWCM
Our topic is: The Sandwich Generation: Helping Your Clients Balance Their Lives and Their Parents' Growing Needs
Boston Chapter of the Society of Financial Service
Boston FSP is a 501(c)6 non-profit organization.