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Financials

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August 2022 Investment Committee Update: Navigating Bear Markets with Megan Trask, CFP®, and John Shanley, CFP® | Connecticut Wealth Management
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Special Needs Planning: Navigating the Future with a Special Needs Trust | Jennifer Barry, CFP® at Connecticut Wealth Management
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Investment Committee Update: June 2022 Insights | Jarrett Solomon, CFP® and Megan Trask, CFP® at Connecticut Wealth Management
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Financial Goal Setting Tips for Success | Emily Wood, CFP® and Elizabeth DeBassio, CPA/PFS at Connecticut Wealth Management
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Special Needs Planning: Managing Emotions for Effective Planning | Emily Wood, Partner and Chief Client Officer at Connecticut Wealth Management
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Promoting Inclusivity in the Workplace | Denis Horrigan, Partner and Co-founder of Connecticut Wealth Management
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"2021 Year End Tax Planning Strategies Explained | Jarrett Solomon, CFP®, CIMA®, Connecticut Wealth Management"
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Mike Gold on Intermedia's Strategic Growth and Market Evolution | Michael Gold, CEO, Intermedia Partners.
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Chris Flowers on Financial Crises: Reflections and Future Risks | Chris Flowers, CEO, J.C. Flowers & Co.
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JLL CEO Reflects on Transformative Leadership and Digital Evolution | Christian Ulbrich, CEO,  JLL Partners.
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Plausible Tomorrows: A Conversation with Vinod Khosla | Vinod Khosla, Founder,  Khosla Ventures.
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John Doerr on OKRs, Leadership, and the Future of Technology | John Doerr, Chairman,  Kleiner Perkins.
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Embracing Philotimo: The Power of Values and Community Leadership | Michael G. Psaros, Co-Founder,  KPS Capital Partners.
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Challenges and Opportunities in the Modern Financial Landscape | Liz Gordon, Vice President ,  L Catterton.
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Strategic Moves Fuel Birkenstock’s Valuation Surge | Nikhil Thukral, Managing partner,  L Catterton.
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Seizing Opportunities in Cloud Migration: An Interview with Jonathan of Intermedia | Jonathan McCormick, Chief Operating Officer, Intermedia Partners.

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