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Thursday, March 24, 2022
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Join us on March 24th with author Tom Wilson...Next Stage: In Your Retirement, Create the Life You Want
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Wednesday, October 20, 2021
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FSP Fall Series Begins...How to Maximize Social Security in Retirement Planning
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Wednesday, May 19, 2021
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Long-Term Care Planning in a Post-COVID World - Join the conversation!
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Wednesday, April 21, 2021
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It's time for a little fun and competition...Between members of NPEPC, NAIFA NH & FSP Boston
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Thursday, January 14, 2021
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January"Meet the Expert" - Everything You Wanted to Know About Special Needs Trusts, But Didn’t Think to Ask!
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Wednesday, December 16, 2020
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December "Meet the Expert" welcomes TERRI GETMAN, J.D., CLU, CHFC, RICP, AEP (DISTINGUISHED)
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Wednesday, October 21, 2020
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October "Meet the Expert": Profiting from Historically Low Interest Rates
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Wednesday, September 23, 2020
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September "Meet the Expert": Ten Things to Know in Talking to Your Kids About Prenups
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Wednesday, March 11, 2020
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CANCELLED: March "Meet the Expert": The Sandwich Generation: Helping Your Clients Balance Their Lives and Their Parents' Growing Needs
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Wednesday, February 05, 2020
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February "Meet the Expert": The Biggest Property & Casualty Issues You May Have Missed In Your Clients' Financial and Estate Plan
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Thursday, January 09, 2020
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January "Meet the Expert": DEFINING SRI: A Introduction to Sustainable and Responsible Impact Investing
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Wednesday, November 13, 2019
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November "Meet the Expert": Diminished Capacity and Elder Law
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Wednesday, October 23, 2019
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October "Meet the Expert": Social Security and Retirement Planning
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Wednesday, September 25, 2019
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September "Meet the Expert": Opportunities and Challenges with Qualified Opportunity Zones
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Wednesday, February 13, 2019
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February "Meet the Expert": Trends in Student Loans for Clients of Financial Advisor Professionals
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Monday, February 04, 2019
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February "Meet the Expert" - Cryptocurrency, Blockchain and Digital Assets
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Wednesday, December 12, 2018
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December "Meet the Expert": Everyday Scams and Identity Theft
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Wednesday, November 14, 2018
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November "Meet the Expert": Year End Tax Planning
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Thursday, September 20, 2018
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Young Professionals Networking Event
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Wednesday, June 20, 2018
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June "Meet the Expert" : Tax Reform: The Strategies You Need To Know Now
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Tuesday, May 08, 2018
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Boston Chapter Annual Meeting: Boston Welcomes...James S. Aussem, National president of the Society of Financial Service Professionals (FSP)
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Wednesday, April 11, 2018
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April "Meet the Expert" : Highlights from the 2018 Heckerling Institute on Estate Planning
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Wednesday, February 14, 2018
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February "Meet the Expert": Ten Mistakes to Avoid with Life Insurance
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Wednesday, December 06, 2017
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December "Meet the Expert": Select Charitable Topics in Estate Planning
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Wednesday, November 08, 2017
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November "Meet the Expert": End of Year Tax Planning
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Wednesday, October 11, 2017
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October "Meet the Expert": Myths & Realities of Active vs. Passive
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Thursday, September 14, 2017
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Young Professionals Networking Event
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Thursday, June 08, 2017
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Boston FSP Chapter Planning Day
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Friday, May 12, 2017
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Boston FSP Board of Directors Meeting
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Thursday, May 04, 2017
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Book Discussion: Deconstructing Conflict: Understanding Family Business, Shared Wealth and Power
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Tuesday, April 11, 2017
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Boston FSP Board of Directors Meeting
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Wednesday, April 05, 2017
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FSP Member Exchange: Highlights From the 2017 Heckerling Institute on Estate Planning
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Tuesday, March 07, 2017
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Boston FSP Board of Directors Meeting
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Wednesday, March 01, 2017
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FSP Member Exchange: U.S. Tax and Estate Planning for Foreign Persons
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Tuesday, February 07, 2017
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Boston FSP Board of Directors Meeting
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Wednesday, February 01, 2017
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FSP Member Exchange: Investment Real Estate 1031 Exchange Workshop
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Tuesday, December 13, 2016
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Boston FSP Board of Directors Meeting
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Wednesday, December 07, 2016
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FSP Member Exchange: Special Needs Planning - Now for the REST of the Story!
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Tuesday, November 08, 2016
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Boston FSP Board of Directors Meeting
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Wednesday, November 02, 2016
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FSP Member Exchange: Strategies to Help Your Clients Plan for and Protect their Pocketbook from Sky-High Medical Bills in Retirement
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Tuesday, October 11, 2016
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Boston FSP Board of Directors Meeting
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Wednesday, October 05, 2016
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FSP Member Exchange: Competence, Capacity And Your Practice: Identifying Potential Cognitive Decline and What to Do About It
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Tuesday, September 13, 2016
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Boston FSP Board of Directors Meeting
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Wednesday, September 07, 2016
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FSP Member Exchange: The Current State of Life Insurance Premium Finance
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Tuesday, August 23, 2016
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SUMMER Networking Cruise
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Thursday, June 02, 2016
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Boston FSP Chapter Annual Meeting & Planning Day
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Wednesday, May 18, 2016
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May 2016 Video Teleconference — “A Financial Professional’s Ultimate Survival Guide for the Challenging New Fiduciary Landscape.”
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Thursday, April 28, 2016
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MEET THE EXPERT: It’s not just four years, it’s a future
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Wednesday, April 06, 2016
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Boston Chapter FSP Prospective Member Breakfast
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Thursday, January 28, 2016
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MEET THE EXPERT: Estate Planning in an Income Tax Planning World
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Tuesday, November 17, 2015
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Lunch/Brunch Conversations: Reversing the Decline in Life Insurance Ownership
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Thursday, November 12, 2015
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Boston Chapter FSP New Member Breakfast
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Wednesday, November 11, 2015
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November 2015 VTC — Techniques and Strategies for Creating a Retirement Income You Can Live With
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Thursday, October 22, 2015
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The Journal "LIVE"
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Thursday, September 17, 2015
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When a Great Estate Plan Collides with Life
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Wednesday, August 12, 2015
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Lunch/Brunch Conversation: How to Value an Insurance Brokerage
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