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. 

CANCELLED: March "Meet the Expert": The Sandwich Generation: Helping Your Clients Balance Their Lives and Their Parents' Growing Needs

  • Wednesday, March 11, 2020
  • 11:30 AM - 1:00 PM
  • MassMutual Conference Center, 1 Marina Park Drive, 8th Floor, Boston, MA 02210
  • 7


  • A guest must be registered by the member who is sponsoring this guest to attend.

FSP Members,

It is with regret we notify our Meet the Expert meeting scheduled for this week, Wednesday, March 11th has been cancelled.

Effective immediately, MassMutual has cancelled all nonessential meetings in the Boston offices in light of concerns about the coronavirus. As this was our site location, we have no other choice currently but to cancel next week’s Meet the Expert chapter meeting.

We will work with both of our speakers to reschedule this meeting for the Fall 2020.

FSP is excited to announce to Members...

Lunch Round Table Discussions

Our Table Moderators will be: Kate Granigan, MSW, LICSW, C-ASWCM and Steven M. Carr

Steven M. Carr is a partner at Pabian & Russell, LLC, concentrating in the areas of estate planning, the administration of estates and trusts, and business succession planning. He co-manages the firm’s Estate Planning and Administration Department, working primarily with families, high-net worth individuals, and privately held businesses. Highly experienced with the technical, sophisticated aspects of estate and tax planning, Steve is also skilled at guiding clients through the personal and family dynamics that can influence planning. As a trusted advisor, Steve works to educate his clients on all their options, translating the complicated lexicon of estate planning into language they can understand. He prides himself on being accessible to clients.

Steve holds the designation of Accredited Estate Planner (AEP), awarded by the National Association of Estate Planners and Councils. This designation recognizes a graduate level specialization in estate planning. It is awarded to a select group of estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character.

Kate Granigan, MSW, LICSW, C-ASWCM

  • 20+ years of experience as a Geriatric Social Worker
  • Founded and operated successful Care Management Practice for 17 years prior to joining LifeCare Advocates
  • Current Board of Directors of the Aging Life Care Association (ALCA) Member
  • Current Board Member of Massachusetts Guardianship Association (MGA)
  • Past Board member and Secretary/Treasurer of the National Academy of Certified Case Managers
  • Past President of the New England Chapter of the Aging Life Care Association (ALCA)
  • Past Committee Member of the National Aging Life Care Association (ALCA)
  • 2014 Recipient of the “Outstanding Chapter Member Award” of the National Aging Life Care Association, formerly known as National Association of Geriatric Care Managers
  • Lectures and writes on issues related to caregiving, dementia and related topics, healthy aging, as well as resources and options for aging well
  • Provides seminars for social workers, attorneys, and consumers
  • Member of the National Association of Social Workers
  • Certification in Case Management (C-ASWCM)
  • Member of Aging Life Care Association, Advanced Professional Level
  • Certificate in Applied Positive Psychology
  • Masters, Social Work, Boston College

Our topic is:  The Sandwich Generation: Helping Your Clients Balance Their Lives and Their Parents' Growing Needs

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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