Quarter Century Experience
A Panel Discussion
Thursday, October 7 @ 9:00 am via Zoom
NAIFA MA is pleased to introduce the first A Quarter Century Experience, a unique gathering of three insurance and financial advisors with over 25 years experience growing a successful practice.
Unlike our 4 Under 40 event where insight is shared from successful up and coming young professionals in our industry, this program allows experienced advisors to share successes and lessons learned while making a career in our industry.
Our panelists will include:
Michael S. Ross
Cornerstone Financial Group
2021 marks Mike Ross’s 28th year in the financial planning business. Mike joined a Penn Mutual Career Agency in May, 1993 as an agent just after his graduation from Boston University. In February 2004, the agency closed and Mike and his producer group at Cornerstone Financial Group went independent. Mike works with a lot of long-term clients in planning their insurance, investment and financial planning needs. Mike has published articles and given many talks to both the public and to other financial advisors on the topics of retirement, estate planning and financial planning for women.
Mike is a 16-year qualifying and life member of the Million Dollar Roundtable, is a Top of the Table Member and has spoken at several MDRT annual meetings. He is also a former board member of NAIFA Massachusetts and was the Chair of the NAIFA MA Young Advisors Team for many years.
When he’s not helping his clients or our industry, Mike can be found investigating good restaurants, playing bad golf and spending time with his wife Beth and their three children-Matthew (17), Allie (13) and Sam (10).
Jennifer Borislow, CLU
Jennifer Borislow is the Founding Principal of Borislow Insurance. She is a nationally recognized expert, author, speaker and thought leader on employee benefits, insurance, and related business strategies. As Chief Executive Officer and strategic coach of the organization, Jennifer focuses her energy on helping the agency create a unique experience for our clients and doing it all with a personal touch. For 39 years, Jennifer has helped business owners, executives and professionals develop a clear, forward-looking strategic vision for their organization that leverages employee benefits, risk management and much more.
She is the co-author of five books, Bend the Healthcare Trend, Inspire to Act & Inspire to Act for Kids with her business partner, Mark S. Gaunya and If I Had Only Known with Melissa Marrama and Michaela Scott. Bend the Health Care Trend clarifies Consumer-Driven Health and Wellness Plans and helps employers empower employees to control insurance costs. Inspire to Act is a collection of stories helping others to embrace the power of kindness. If I Had Only Known: Checklists & Guidance Before and After a Loved One Dies is a guidebook that offers step-by-step instructions on how your family can prepare for – and avoid – the most common missteps and challenges related to the death of a loved one.
She is a graduate of Dickinson College and an active participant on several boards and involved in many community activities.
Robert A. Matson, CLU, ChFC, AEP, LIA
Robert A. Matson CLU, ChFC
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 powered by LPL Financial LLC. Bob enjoys the immense satisfaction of assisting with the pursuit of client’s financial goals and objectives.
Bob received a B.A. degree from Muhlenberg College in Allentown, Pennsylvania. He earned Chartered Life Underwriter and Chartered Financial Consultant degrees from The American College of Bryn Mawr, Pennsylvania. Bob has served on the Investment Committee of the National Association of Insurance and Financial Advisors (NAIFA) at the national level. He is a Past President of NAIFA Massachusetts and 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.
Bob is married with four adult children and is the proud grandfather of Michael, Abigail, Vivienne and Mila. He resides in Millis where he enjoys family activities, antiques, theater and road cycling.
This event is part of: