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. 

October "Meet the Expert": Profiting from Historically Low Interest Rates

  • Wednesday, October 21, 2020
  • 3:00 PM - 4:00 PM
  • FSP ZOOM - after you complete your registration you will receive a confirmation email with a link to securely register on our ZOOM platform
  • 8

Registration

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

FSP is excited to announce to Members...

"Profiting from Historically Low Interest Rates"

Virtual Round Table Discussion 

Our Moderator will be:  Kathryn Wakefield, JD, CLU, Director, Advanced Sales at MassMutual

Kathryn joined Advanced Sales in 2010. She received her undergraduate degree from the University of Massachusetts at Amherst in Sociology and her law degree from Western New England University. Kathryn began her career as a financial advisor for American Express Financial Advisors prior to coming to MassMutual as well as working for the US Attorney’s office in Springfield during law school.

Kathryn spent a year away from MassMutual in private practice in a large Springfield MA firm, practicing in the areas of estate planning, business succession planning, and entrepreneurial law, including formation of legal entities, transition of business interests, advising existing businesses, and drafting estate plans for individuals and families.  She rejoined Advanced Sales in the summer of 2018.

Kathryn is a past member of both the admissions committee and the Alumni Association board of directors for Western New England University School of Law. She is a member of both the Pioneer Valley and Hampden County Estate Planning Councils and is a frequent volunteer at the Hampden County Probate Court‘s lawyer for a day program.  Kathryn is a member of the Board of Directors for the Belchertown Education Foundation as well as serving on the Advisory Committee for It Takes a Village, a non-profit organization dedicated to helping young families in Western MA.  She also is a board member for Belchertown Soccer Club and coaches kindergarten soccer for the Belchertown Recreation Department.  She is admitted to practice law in Massachusetts and Connecticut.

Our topic will be: 

Profiting from Historically Low Interest Rates

This presentation will demonstrate interest rate arbitrage techniques that take advantage of our current unprecedented economic environment. We will examine and compare straight loan arrangements, loan regime Split Dollar, leveraged executive bonus and grantor retained annuity trusts. With these techniques, attendees will be able help their clients to freeze their estates, use corporate assets for personal planning, and overall benefit your clients’ families.

Get In, have a great round table discussion, get back on your way! 

Come join the conversation! Once capacity is reached, additional sign-ups will be added to a wait-list and be filled upon receipt of cancellations. Non Members may attend at a $25 fee.

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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