|
Education
B.A., M.A., Psychology, Assumption College, Worcester, MA
Certified Financial Planner (TM) designation awarded 1991
Kathleen has been in financial services since 1986, licensed as an Insurance agent and registered Representative with New England Life and Guardian Life insurance companies, specilaizing in life and disability insurance
Principal and Founder of Sachs Financial Planning since 1991. Own practice focusing on individuals and couples, helping them reach goals through planning and action steps.
Currently licensed as an Insurance Broker with focus on life, disability and long term care insurance
Kathleen has been teaching Risk management since 2001, and is currently adjunct instructor of FP102 - Risk Mgt & Insurance Planning at Merrimack College.
Education
A.B., 1977, Magna Cum Laude; Major: Political Science; Minor: Sociology, Boston University, Boston, MA
Juris Doctorate, 1980, Magna Cum Laude; Awards: First in Class Full Academic Scholarship; Two
American Jurisprudence Awards, New England School of Law, Boston, MA
Attorney: Marc Sneider, P.C., Windham, NH
Engaged in the practice of law with emphasis on estates and trusts; personal and business planning; domestic relations and divorce planning
Current adjunct instructor for FP 103 - Investment Planning course and FP 106 - Estate Planning
Education
B.A., San Diego State University, CA
Income tax professional with over 20 years of experience
Tax instructor for courses and seminars
Enrolled agent since 1991 and member of the Massachusetts Society of Enrolled Agents
Current adjunct instructor for FP 104 Income Tax Planning course at Merrimack College
Education
B.S. Mechanical Engineering, City College of New York, 1960
M.S. Mechanical Engineering, Northeastern University, 1966
Graduate of the Northeastern University/College of Financial Planning Program, 1997
Earned the Certified Financial Planner™ certification in 1998
Margolin Associates - primary activity involves development of tools for the financial planning analysis process
Professional tax preparation services since 1996
Taught Tax Planning at Northeastern University
Current adjunct instructor for FP 105 Retirement and Employee Benefits Planning at Merrimack College
Education
S.B., Management, Massachusetts Institute of Technology, 1975
S.B., Electrical Engineering, Massachusetts Institute of Technology, 1975
Principal, Net Worth Management in Windham, NH since 1991
General Partner, Palmyra Capital Management, LP since 1992
Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU)
Instructor in Private Wealth Management and Capital Market Theory & Practice for the CFA Review conducted by the Boston Security Analysts Society
Current adjunct Instructor for FP101-Intro to Financial Planning, FP103-Investment Planning and FP107-Case Analysis
William (Bill) Geyer, CFP®, CLU®, CASL™
Education
B.A. Wittenberg University, Springfield, OH
A.A.S. State University of New York, Farmingdale, NY
Certified Financial Planner(TM) designation awarded 2002
Bill has been in financial services since 1998, is licensed as an Insurance Agent & Registered Rep, and is a Registered Investment Advisor Representative with Fidelity Investments. Bill is a former small business owner of a warehousing and distribution company in New York City.
Current adjunct instructor for FP101 - Intro to Financial Planning and FP102 - Risk Management & Insurance Planning.
Education
B.A., St. Anselm College, Manchester, NH
M.B.A., Univ. of Mass, Amherst, MA
M.A. Economics, Northeastern Univ., Boston, MA
Former COO of Professional and Educational Publisher of college and post-graduate textbooks, professional reference books, and electronic learning materials
Wrote articles on financial planning for Eons.com
Worked for Integrated Financial Strategies, independent financial planners
Instructor for FP101 Introduction To / Fundamentals Of Financial Planning
Norm Langlois, CFP(R)
Director, Financial Planning Programs
Normand.Langlois@merrimack.edu
|