Nov 12, 2024
Families with children may have more financial challenges in the accummulation phase, but couples without kids have different challenges more often later in life. After each other, who is to become a healthcare proxy, or trustee? In this conversation our panelists include Bill & Paula Harris and co-host, Kathleen...
Nov 8, 2024
The Case for International Investing with Nick Paul, MFS –
Nicholas J. Paul, CFA
who serves as the Equity Portfolio Manager for MFS joins Chris Boyd
and Jeff Perry for
an in-depth discussion about using mutual funds for international
investing. Related
topics covered include the potential impacts from the...
Nov 5, 2024
Nicholas A. Papakyrikos, CPA, P.C
Host Michael Connaughton is joined by Nick Papakyrikos, CPA,
P.C.
Nick is the founder of Nicholas Papakyrikos CPA. He began his
professional career with the
international accounting and consulting firm currently known as
PriceWaterhouseCoopers, where his clients included...
Oct 22, 2024
Nicole Wallace and Christopher Jensen – Franklin Templeton
Investments
Host Michael Connaughton is joined by Nicole Wallace and
Christopher Jensen of Franklin
Templeton Investments.
Nicole is Vice President and Private Wealth Director covering the
New England States for
Franklin Templeton Investments.
Christopher...
Oct 15, 2024
Jack Heintzelman – FPA National Board of Directors
Hosts Brad Wright and Kathleen Kenealy are joined by Jack
Heintzelman.
Jack is a financial planner with Boston Wealth Strategies, where he
has been since 2018. Jack
has been serving on the FPA NexGen National Leadership Committee,
for the past two years,
and has just...