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

    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
    • Thursday, January 09, 2020
    • 8:30 AM - 10:00 AM
    • Boston Marriott Newton, 2345 Commonwealth Avenue Newton, Massachusetts 02466
    • 13
    Register

    FSP is excited to announce to Members...

    Breakfast Round Table Discussion

    Our Table Moderator will be: Matthew W. Patsky, CFA

    Matt Patsky is CEO, Managing Partner, and a Portfolio Manager on Trillium’s Sustainable Opportunities and Global Equity strategies. He joined Trillium in 2009 and has three decades of experience in investment research and investment management.

    Matt began his career at Lehman Brothers in 1984 as a Technology Analyst. In 1989, while covering emerging growth companies for Lehman, he began to incorporate environmental, social, and governance factors into his research, becoming the first Sell-side Analyst in the United States to publish on the topic of socially responsible investing in 1994. As Director of Equity Research for Adams, Harkness & Hill, he built that firm’s powerful research capabilities in socially and environmentally responsible areas such as renewable energy, resource optimization, and organic and natural products. Prior to joining Trillium, Matt was at Winslow Management Company in Boston, where he served as Director of Research, Chairman of the Investment Committee, and Portfolio Manager for the Green Solutions Strategy and the Winslow Green Solutions Fund.

    Matt currently serves on the Boards of the Environmental League of Massachusetts and Shared Interest. He has also served on the Boards of Pro Mujer, US SIF, and Root Capital. He is a member of the Social Venture Network (SVN) and member of CFA Society Boston as well as a Chartered Financial Analyst (CFA) charterholder. He holds a Bachelor of Science in Economics from Rensselaer Polytechnic Institute.

    References to other mutual funds should not to be considered an offer to buy or sell these securities.

    Our topic is:  Socially Responsible Investing (SRI) 

    This meeting will be held jointly with the Norfolk and Plymouth Estate Planning Council

    • Wednesday, February 05, 2020
    • 8:30 AM - 10:00 AM
    • Boston Marriott Newton, Merry-Go-Round Board Room, 2345 Commonwealth Avenue Newton, Massachusetts 02466
    • 15
    Register

    FSP is excited to announce to Members...

    Breakfast Round Table Discussion

    Our Table Moderator will be: to be announced

    Our topic is:  to be announced

    • Wednesday, March 11, 2020
    • 11:30 AM - 1:00 PM
    • MassMutual Conference Center, 1 Marina Park Drive, 8th Floor, Boston, MA 02210
    • 15
    Register

    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

    • 20+ years of experience as a Geriatric Social Worker
    • Founded and operated successful Care Management Practice for 17 years prior to joining LifeCare Advocates
    • Current Board of Directors of the Aging Life Care Association (ALCA) Member
    • Current Board Member of Massachusetts Guardianship Association (MGA)
    • Past Board member and Secretary/Treasurer of the National Academy of Certified Case Managers
    • Past President of the New England Chapter of the Aging Life Care Association (ALCA)
    • Past Committee Member of the National Aging Life Care Association (ALCA)
    • 2014 Recipient of the “Outstanding Chapter Member Award” of the National Aging Life Care Association, formerly known as National Association of Geriatric Care Managers
    • Lectures and writes on issues related to caregiving, dementia and related topics, healthy aging, as well as resources and options for aging well
    • Provides seminars for social workers, attorneys, and consumers
    • Member of the National Association of Social Workers
    • Certification in Case Management (C-ASWCM)
    • Member of Aging Life Care Association, Advanced Professional Level
    • Certificate in Applied Positive Psychology
    • Masters, Social Work, Boston College

    Our topic is:  The Sandwich Generation: Helping Your Clients Balance Their Lives and Their Parents' Growing Needs


Past events

Wednesday, November 13, 2019 November "Meet the Expert": Diminished Capacity and Elder Law
Wednesday, October 23, 2019 October "Meet the Expert": Social Security and Retirement Planning
Wednesday, September 25, 2019 September "Meet the Expert": Opportunities and Challenges with Qualified Opportunity Zones
Wednesday, February 13, 2019 February "Meet the Expert": Trends in Student Loans for Clients of Financial Advisor Professionals
Monday, February 04, 2019 February "Meet the Expert" - Cryptocurrency, Blockchain and Digital Assets
Wednesday, December 12, 2018 December "Meet the Expert": Everyday Scams and Identity Theft
Wednesday, November 14, 2018 November "Meet the Expert": Year End Tax Planning
Thursday, September 20, 2018 Young Professionals Networking Event
Wednesday, June 20, 2018 June "Meet the Expert" : Tax Reform: The Strategies You Need To Know Now
Tuesday, May 08, 2018 Boston Chapter Annual Meeting: Boston Welcomes...James S. Aussem, National president of the Society of Financial Service Professionals (FSP)
Wednesday, April 11, 2018 April "Meet the Expert" : Highlights from the 2018 Heckerling Institute on Estate Planning
Wednesday, February 14, 2018 February "Meet the Expert": Ten Mistakes to Avoid with Life Insurance
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


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