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. 

May 2016 Video Teleconference — “A Financial Professional’s Ultimate Survival Guide for the Challenging New Fiduciary Landscape.”

  • Wednesday, May 18, 2016
  • 1:00 PM - 3:15 PM
  • Baystate Financial Services: 3 locations - Boston, Wakefield & Wellesley


Registration is closed

NOTICE TO VTC ATTENDEES - you are required to print off your own workbook prior to attending: 5/18/16 VTC Workbook - Download by clicking HERE

The Department of Labor will soon announce its new fiduciary regulations. It is likely that almost everyone who provides financial advice will legally have fiduciary responsibilities— in short, the ways that all financial advisors do business will be affected. A distinguished panel will explore the ramifications of the potential DOL decision and help advisors comply with the law.

The multidisciplinary panel will provide detailed analysis of the changes across the spectrum of financial services, offering valuable insights into how to survive and thrive in this new regulatory environment. Attendees will learn:

  • How the DOL ruling will constrict compensation
  • How to prepare for the possibility of increased litigation
  • Where conflicts of interest may lie
  • How large financial institutions are likely to respond
  • What the impact will be on commission-based proprietary products
  • How the ruling will affect Middle Americans

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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