Dec 3, 2024
Helping Financial Advisors Save on Taxes – with Catherine Tindall, CFA
More and more I keep hearing from other financial planners that they are struggling to find good CPAs that they can send their clients to for tax preparation. Too many CPAs are either retiring or not taking on new business and too few are entering...
Nov 26, 2024
Join us as we speak with FPA chapter past president, John McAvoy! John shares insights about working in the Retirement Plan space both with employers and participants. Thinking of doing more with 401Ks or IRAs, then you’ll want to listen this episode. We start off the show learning about John’s sustained commitment...
Nov 19, 2024
Jenn Mayo: Direct of Gift Planning and Advisor Relations, Essex
County Community
Foundation
Hosts Michael Connaughton and Brad Wright are joined by Jenn Mayo
of the Essex County
Community Foundation
Essex County Community Foundation inspires philanthropy that
strengthens the communities of
Essex County. ECCF helps...
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...