BOSTON LIVE!

Thursday, May 30, 2013 - 10 am to 2 pm - Westin Hotel, Waltham, Massachusetts

Registration includes:

Breakfast, Lunch, 2 Hours of CE Credit and a Local Panel Discussion "Mining Your Network"

On May 9, 2013, over 50 NAIFA Massachusetts Members spent the day at the State House in Boston meeting with local legislators.  Throughout the course of the day, members sat with more than 45 State Senators and Representatives, or members of their legislative staff.

During this current legislative session, NAIFA Massachusetts is advocating for two bills.  The first, HB87, sponsored by Representative Edward Coppinger (D-Boston), would give NAIFA members three continuing education credits each year.  The second bill is HB922, sponsored by Representative Russell Holmes (D-Boston).  There are several components of this bill, with NAIFA's primary advocacy surrounding raising the Massachusetts Health & Life Insurance Guaranty Fund for long-term care from $100,000 to $300,000.

In this time of fiscal uncertainty, it is more important than ever for NAIFA members to have a presence on Beacon Hill and with our legislators in our districts.  If you would like to be more involved in the Government Relations Committee with NAIFA Massachusetts, or would like to be more involved in future events, please email Adam Sachs, Government Relations Chair at asachs@centinelfg.com

NAIFA Massachusetts Annual Meeting at 7:30 am on May 30th (just prior to the BOSTON LIVE EVENT)

We do ask any NAIFA Members attending the Business Meeting to register HERE.

Registration for the Boston LIVE Event is done separately, Please see the detail to register for the BOSTON LIVE Here

Pursuant to ARTICLE XI - MEETINGS, SECTION 1: The Annual Meeting of this Association may be held in connection with the regular meeting in the fourth quarter of our fiscal year. The membership of this Association shall be given at least 30 days notice of the date and place of the Annual Meeting.

Pursuant to Article VIII - Delegate Council, Section 1 & 3. The Delegate Council shall consist of the Board of Directors; Five (5) most recent Past Presidents (not including the immediate Past President) of this Association and Five (5) Delegates at large appointed by the President and approved by the National Committeeperson who are current Active members of this association and who are not actively employed in the home office of a life insurance company or principally engaged in some occupation other than life insurance. In addition, a Delegate at large will be required to have a minimum of 8 years membership in this association and will serve a term of one (1) year and enter upon their official duties on the first day of July or the year of their appointment. One regular meeting of the Delegate Council shall be known as the Annual Meeting.

For a copy of the Annual Meeting Agenda Click HERE

Please join us as we install NAIFA Massachusetts 82nd President,

Robert A. Matson, CLU® ChFC, AEP, LIA

Robert A. Matson has worked within the financial services field since 1981.  After a brief tenure with John Hancock, he became an Associate of Baystate Financial Services of Boston, MA in 1983.  As an individual producer and brokerage manager, Bob worked with Baystate until starting his own financial services practice in Wellesley in 1988.  Since 1996, he has served individual and business clients in the areas of retirement, estate and insurance planning from his office in Millis, MA.  Robert A. Matson, CLU, ChFC is an independent financial services firm affiliated with LPL Financial LLC.  Bob enjoys the immense satisfaction of assisting in the realization of client’s financial goals and objectives. 

Bob received a B.A. degree from Muhlenberg College in Allentown, Pennsylvania.  He  has earned Chartered Life Underwriter and Chartered Financial Consultant degrees from The American College of Bryn Mawr, Pennsylvania.  Bob is President-Elect for the Massachusetts Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and Immediate Past National Committee Chairperson.  He is a Past President of the Boston Estate Planning Council and Past President and member of the Society of Financial Services Professionals.  He is a Registered Investment Advisor, Registered Securities Principal and Licensed Insurance Adviser in Massachusetts.  In 2010, he was recognized by the National Association of Estate Planners & Councils with the designation of Accredited Estate Planner.    For the past four consecutive years, Bob has been featured in Boston Magazine as a FIVE STAR Wealth Manager award winner.  

Bob serves on the advisory board of The Millis Fund in Millis, MA and is a member of the board of advisors for the Franklin Performing Arts Company.  A former member of the FinCom in the Town of Millis, Bob is married with four adult children and is joyfully anticipating the birth of his second grandchild in June 2013.  He resides in Millis where he enjoys family activities, antiques, theater and road cycling.