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.
2016/2017 Chapter President - Neil Blicher, MBA, CFP®
Fellow chapter members,
For the first time in my career, I had the opportunity to attend the Heckerling Institute on Estate Planning a few months ago. I had heard that it was an outstanding opportunity to learn cutting edge strategies and best practices from some of the best legal minds in our industry. I was not disappointed, as the content has helped me guide clients since then.
With that in mind, I encourage you to attend our April 5th “First Wednesday” breakfast. Jeremiah Doyle, an estate planning strategist for BNY Mellon Wealth Management, will provide highlights from the event. A talented speaker in his own right, Jere attended Heckerling and will dive into the content, discuss its relevance to your work, and field your questions.
Having been at Heckerling, and knowing the type of work that our chapter members do, I know you will walk away with useful information. Whether you’ve been in financial services for 50 years or 50 days, you will learn new developments in the world of estate planning.
See you there,
Neil Blicher, CFP ®, ChSNC TM, MBA
About our President...
Neil Blicher leads the personal financial planning practice for RSM’s Boston office. In this role, Neil consults with closely held business owners / executives and high-net-worth individuals concerning their personal financial planning and investment planning needs.
Neil holds a Bachelor of Arts from Wesleyan University and a Masters of Management from the Kellogg School of Management. He has been in the financial services industry for over 20 years in a variety of positions.
Neil is a member of the development and executive advisor committees for Asperger/Autism Network, a nonprofit organization that helps individuals on the autism spectrum. He has recently co-authored two articles related to special needs planning.
Neil Blicher, MBA, CFP®
Boston Chapter of the Society of Financial Service