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. 

Investment Real Estate 1031 Exchange Workshop

This event is sponsored by:

Ron makes the 1031 exchange process easy to understand. In this presentation he will guide you through the process, which includes: 

  • §1031 Exchanges - An Overview
  • Tax Benefits of Exchanges
  • The Exchange Process and Exchange Requirements
  • 1031 Do’s and Don’ts
  • “Management-less” 1031 Exchange Properties
  • Case Studies to review and discuss

Join us on Wednesday, February 1, 2017

7:30 am to 9:30 am - Marriott Residence Inn/Needham, 80 B Street, Needham, Massachusetts

About Ron Birnbaum, CLU®, ChFC®, CASL®, Financial Consultant and 1031 Exchange Replacement Property Expert

Ron Birnbaum has been an independent financial advisor since 1993. He specializes in estate and financial planning for high net worth clients while implementing tax efficient strategies.

His vast knowledge of financial planning topics extends to qualified accounts (401k, SEP, IRA, Keogh, Roth IRA, etc.), alternative investments, retirement planning, reducing taxes, income generation, and Real Estate securities. Ron’s extensive experience in estate planning helps clients to navigate through decisions regarding retirement assets while also creating a living legacy for their heirs. In addition to being a Massachusetts licensed insurance agent, Ron has also been providing 1031 replacement properties for his clients since 2003. He has formulated an investment platform, the Modified Endowment Program, that allows his clients to invest like the highly profitable University Endowments, in a variety of non-traded securities which many advisors do not have access to. His Modified Endowment Program allows clients to invest in similar assets to Institutional Investors.

Ron has earned three credentials in the industry from The American College:

  • CLU Chartered Life Underwriter®
  • ChFC Chartered Financial Consultant®
  • CASL Chartered Advisor for Senior Living®

Ron is affiliated with Advisory Group Equity Services, a FINRA registered broker dealer. Ron has FINRA Series 6, 7, 63 and 65 registrations. He is also an Investment Advisor Representative for Trust Advisory Group.

Ron has been heard on several Boston area radio stations as co-host of ‘Financial Insights’ on Boston Talks, WTKK-FM (96.9); and as host of ‘The Financial Consultants’ on business station WBIX 1060AM.

Ron is one of the nation’s very first brokers to join and participate in the national association of non-traded securities, now known as ADISA. His unique knowledge-base of real estate, 1031 exchanges, and macro-economics give him a very detailed understanding of 1031 replacement properties. Ron has long-standing relationships with all quality 1031 real estate replacement property providers.

Boston Chapter of the Society of Financial Service Professionals

Phone: 617.285.2845  Email:

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

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