by F.L.Putnam | May 16, 2024
Planning for healthcare is overwhelming for many of our clients. Whether it is planning for your parents or yourself, there are many ways to address the changing healthcare needs presented by aging. It can be hard to know where to begin. What are the pros and cons of...
by F.L.Putnam | Jan 23, 2024
Join senior members of the investment management team as they discuss what’s going on in the equity and fixed income markets right now, and how current and future events may affect them. Speakers: Ellen Hazen, CFA, Chief Market Strategist Steven Violin, CFA, Managing...
by F.L.Putnam | Nov 7, 2023
Please join Scott Mazuzan and guest Tobe Gerard of Tobe Gerard Insurance for a conversation about long term care insurance (LTCi). The LTCi landscape is expansive, complex, and evolving. Most people have some experience with long term healthcare needs – either...
by F.L.Putnam | Jul 20, 2023
Please join Andrew Wetzel, CFA, Portfolio Manager and Managing Director of Sustainable Investing, and Christian McVey, Director of Business Development, as they discuss trends in sustainable investing while debunking some current misconceptions about environmental,...
by F.L.Putnam | May 4, 2023
Join us for a conversation with Susan John, CFP, Managing Director of Financial Planning, and Steven Violin, CFA, Managing Director of Investment Management about how to organize your estate and cash-flow plan in light of new IRA distribution rules, the scheduled...
