Join us Friday September 29, 2017
Speaker Anthony Bartlett will join us to speak on
"The Intersection of Retirement-Income & Special-Needs Planning"
Anthony R. Bartlett, ChFC, CASL, AEP, a financial planner with Baystate Financial in Worcester, Massachusetts, has served as the 89th president of the Society of Financial Service Professionals.
In his professional practice, Mr. Bartlett specializes in creating retirement and distribution strategies for the 50+ market. He is past president of the Worcester FSP Chapter and acts as an advisor to the Boston, Rhode Island and Worcester FSP Chapters. He also serves on the board of the Worcester Estate Planning Council, is past president of the Massachusetts Estate Planning Council, and past director of the Devereux Foundation, a charitable organization that helps emotionally and developmentally challenged individuals.
Bartlett is founder of the Strategic Practice Management Program® which combines the best practices of time management strategies, business planning, cash flow management, and personal and team accountability measures.
A 1980 graduate of Boothbay Region High School and of Springfield College, Mr. Bartlett has earned the Chartered Financial Consultant (ChFC), Chartered Advisor for Senior Living (CASL), and Accredited Estate Planner (AEP) credentials. His skills as a communicator make him a frequently requested speaker in the areas of advanced retirement distribution planning, estate planning, and Social Security claiming strategies.
1 Hour of GA Insurance Credit, 1 Hour of CFP Credit (applied for)
For more information contact us:
FSP Atlanta Chapter
3227 S. Cherokee Lane, Suite 1320
Woodstock, GA 30188
(770) 516-0207
admin@fspatlanta.org
www.fspatlanta.org
THANK YOU FSP 2017 SPONSORS:
