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 21, 2020
    • 3:00 PM - 4:00 PM (EDT)
    • FSP ZOOM - after you complete your registration you will receive a confirmation email with a link to securely register on our ZOOM platform
    • 20

    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.

    • Wednesday, March 24, 2021
    • 2:00 PM - 6:30 PM (EDT)
    • Westin Waltham Boston Hotel, 70 Third Ave, Waltham, MA

Past events

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:

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

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