Newtown Square, PA — Anthony R. Bartlett, ChFC, CASL, AEP, a financial planner with Baystate Financial in Worcester, Massachusetts, was elected president of the Society of Financial Service Professionals for 2016-2017, at the annual meeting of the membership on August 11. He takes office as FSP’s 89th president on September 1.
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 graduate 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.
“Anthony Bartlett brings significant experience and professionalism to his role as FSP president,” stated CEO Joe Frack. “We are looking forward to his exceptional leadership in the year ahead.”