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. 

November 2015 VTC — Techniques and Strategies for Creating a Retirement Income You Can Live With

  • Wednesday, November 11, 2015
  • 12:00 PM - 3:00 PM
  • Mass Mutual Home Office, 101 Federal Street, Suite #800, Boston, MA


Registration is closed

Wednesday, November 11, 2015, 12:00 PM - 3:00 PM

This event will be a brown bag lunch and the Chapter will provide beverages & dessert. Noon to 1 pm will be networking and lunch, the Video Teleconference starts at 1 pm and ends at 3 pm. 

Attendees will learn: • How a practitioner works with a typical new client • What income tools are available to construct a sound retirement income strategy • How investment strategies change from accumulation strategies to income distribution strategies for retirement purposes • The health and tax risks that affect income decisions and that must be addressed when planning for lifetime income • How to construct an income strategy using the knowledge gained 

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This event is sponsored by:

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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