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...
Oct 8, 2024
Crystal Lee Butler- Crystal Marketing Solutions.
Host Michael Connaughton is joined by Crystal Lee Butler of Crystal
Marketing Solutions.
Crystal is founder of Crystal Marketing Solutions, LLC also known
as CMS. CMS specializes in
offering comprehensive marketing strategy and services for
independent financial...
Oct 1, 2024
Julie Casey - Definiti
Hosts Brad Wright and Mike Connaughton are joined by Julie Casey of
Definiti.
Julie is Regional Sales Director - New England Territory, for
Definiti, which is a national
retirement services firm that helps workplace organizations with
retirement plan expertise,
actuarial consulting, pension...