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, October 20, 2021
    • 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
    • 13
    Register

    FSP is excited to bring back...

    Kurt Czarnowski, principal in “Czarnowski Consulting,” a retirement planning firm which in now in its 10th year of providing “Expert Answers to Your Social Security Questions.”

    Our topic will be: How to Maximize Social Security in Retirement Planning

    Our Guest Speaker will be:

    Czarnowski is the former Regional Communications Director for the Social Security Administration (SSA) in New England, a position he held from December of 1991 until his retirement at the end of 2010. He began his career with SSA in 1976, and during his 34 years with the agency, he worked in several different management and staff positions in the Boston area.

    As Regional Communications Director, Czarnowski was responsible for coordinating the Social Security Administration’s public affairs/public information activities in the six New England states. In this role, he was a frequent speaker at local and regional events for members of the public.

    Czarnowski wrote the chapter on “Social Security and Retirement Planning,” for the book, The Six Secrets to a Happy Retirement, which was published by ATA Press in March, 2013. He has been a contributor to “Retirement Weekly,” a MarketWatch Publication, and his answers to readers’ Social Security questions have been seen in “Retirement Daily,” as well as the print and online editions of “U.S.A. Today.” He was also recently quoted in both the New York “Times” and the Boston “Globe” about the best time to claim Social Security retirement benefits.

    He serves on the Massachusetts Money Management Project’s state-wide Advisory Council, and is a Member of the New England Pension Action Center’s Advisory Board.

    A native New Englander, Czarnowski received a Bachelor's degree in History from Hamilton College in Clinton, New York, and a Master's degree in Public Administration from Northeastern University.

    He currently lives in Norfolk, Massachusetts with his wife, Anne. 

    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.

    This event will be held jointly with the Norfolk & Plymouth Estate and Business Planning Council.

Past events

Wednesday, May 19, 2021 Long-Term Care Planning in a Post-COVID World - Join the conversation!
Wednesday, April 21, 2021 It's time for a little fun and competition...Between members of NPEPC, NAIFA NH & FSP Boston
Thursday, January 14, 2021 January"Meet the Expert" - Everything You Wanted to Know About Special Needs Trusts, But Didn’t Think to Ask!
Wednesday, December 16, 2020 December "Meet the Expert" welcomes TERRI GETMAN, J.D., CLU, CHFC, RICP, AEP (DISTINGUISHED)
Wednesday, October 21, 2020 October "Meet the Expert": Profiting from Historically Low Interest Rates
Wednesday, September 23, 2020 September "Meet the Expert": Ten Things to Know in Talking to Your Kids About Prenups
Wednesday, March 11, 2020 CANCELLED: March "Meet the Expert": The Sandwich Generation: Helping Your Clients Balance Their Lives and Their Parents' Growing Needs
Wednesday, February 05, 2020 February "Meet the Expert": The Biggest Property & Casualty Issues You May Have Missed In Your Clients' Financial and Estate Plan
Thursday, January 09, 2020 January "Meet the Expert": DEFINING SRI: A Introduction to Sustainable and Responsible Impact Investing
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