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. 

Join us at our next event!

    • Wednesday, February 14, 2018
    • 7:30 AM - 9:30 AM
    • Marriott Residence Inn/Needham, 80 B Street, Needham, MA 02494
    Register


    Ten Mistakes to Avoid with Life Insurance

    Boston Chapter Welcomes:  

    John P. Huntington, CLU, ChFC

    Meeting Details HERE




    This event is sponsored by:


    • Wednesday, March 14, 2018
    • 7:30 AM - 9:30 AM
    • Marriott Residence Inn/Needham, 80 B Street, Needham, MA 02494
    Register


    Highlights from the 2018

    Heckerling Institute on Estate Planning

    Boston Chapter Welcomes back:  

    Jeremiah W. Doyle, IV

    Meeting Details HERE




    • Wednesday, April 11, 2018
    • 7:30 AM - 9:30 AM
    • Marriott Residence Inn/Needham, 80 B Street, Needham, MA 02494
    Register


    Chapter Meeting: Topic To Be Announced

    • Wednesday, May 09, 2018
    • 7:45 AM - 10:30 AM
    • Marriott Residence Inn/Needham, 80 B Street, Needham, MA 02494
    Register


    Boston Chapter Annual Meeting


Past events

Wednesday, December 06, 2017 December "Meet the Expert": Select Charitable Topics in Estate Planning
Wednesday, November 08, 2017 November "Meet the Expert": End of Year Tax Planning
Wednesday, October 11, 2017 October "Meet the Expert": Myths & Realities of Active vs. Passive
Thursday, September 14, 2017 Young Professionals Networking Event
Thursday, June 08, 2017 Boston FSP Chapter Planning Day
Friday, May 12, 2017 Boston FSP Board of Directors Meeting
Thursday, May 04, 2017 Book Discussion: Deconstructing Conflict: Understanding Family Business, Shared Wealth and Power
Tuesday, April 11, 2017 Boston FSP Board of Directors Meeting
Wednesday, April 05, 2017 FSP Member Exchange: Highlights From the 2017 Heckerling Institute on Estate Planning
Tuesday, March 07, 2017 Boston FSP Board of Directors Meeting
Wednesday, March 01, 2017 FSP Member Exchange: U.S. Tax and Estate Planning for Foreign Persons
Tuesday, February 07, 2017 Boston FSP Board of Directors Meeting
Wednesday, February 01, 2017 FSP Member Exchange: Investment Real Estate 1031 Exchange Workshop
Tuesday, December 13, 2016 Boston FSP Board of Directors Meeting
Wednesday, December 07, 2016 FSP Member Exchange: Special Needs Planning - Now for the REST of the Story!
Tuesday, November 08, 2016 Boston FSP Board of Directors Meeting
Wednesday, November 02, 2016 FSP Member Exchange: Strategies to Help Your Clients Plan for and Protect their Pocketbook from Sky-High Medical Bills in Retirement
Tuesday, October 11, 2016 Boston FSP Board of Directors Meeting
Wednesday, October 05, 2016 FSP Member Exchange: Competence, Capacity And Your Practice: Identifying Potential Cognitive Decline and What to Do About It
Tuesday, September 13, 2016 Boston FSP Board of Directors Meeting
Wednesday, September 07, 2016 FSP Member Exchange: The Current State of Life Insurance Premium Finance
Tuesday, August 23, 2016 SUMMER Networking Cruise
Thursday, June 02, 2016 Boston FSP Chapter Annual Meeting & Planning Day
Wednesday, May 18, 2016 May 2016 Video Teleconference — “A Financial Professional’s Ultimate Survival Guide for the Challenging New Fiduciary Landscape.”
Thursday, April 28, 2016 MEET THE EXPERT: It’s not just four years, it’s a future
Wednesday, April 06, 2016 Boston Chapter FSP Prospective Member Breakfast
Thursday, January 28, 2016 MEET THE EXPERT: Estate Planning in an Income Tax Planning World
Tuesday, November 17, 2015 Lunch/Brunch Conversations: Reversing the Decline in Life Insurance Ownership
Thursday, November 12, 2015 Boston Chapter FSP New Member Breakfast
Wednesday, November 11, 2015 November 2015 VTC — Techniques and Strategies for Creating a Retirement Income You Can Live With
Thursday, October 22, 2015 The Journal "LIVE"
Thursday, September 17, 2015 When a Great Estate Plan Collides with Life
Wednesday, August 12, 2015 Lunch/Brunch Conversation: How to Value an Insurance Brokerage

Boston Chapter of the Society of Financial Service Professionals

2637 E. Bellerive Drive, Chandler, AZ 85249

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

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

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