For the second year in a row, President David Griswold was selected to moderate a three-part series of presentations, You and Your Financial Future, hosted by the Newton Free Library. Attendees will learn about a variety of money-related topics that can assist them in achieving their financial goals. The topics will be: taxes; gifting, trusts, and family asset preservation; and diversification and managing your portfolio. Each topic will be discussed in detail by a panel of experts, which will include one academic, one private practitioner, and Dr. Griswold himself.
The first discussion, The Tax Talk, is scheduled for Tuesday, March 27. The panelists will be:
David Griswold is president and founder of Vantage Point Financial, a full-service, independent financial firm. David teaches finance and economics in both the undergraduate and MBA programs at the Boston University School of Management. His courses at Boston University include investments, economics, financial management, and risk management. After completing his bachelor's degree at Bowling Green State University, David went on to complete his MBA in marketing and international business at University of Cincinnati, and a master's in German literature from Bowling Green State University. He went on to earn his doctorate in finance and economics from Boston University, where he was inducted into Beta Gamma Sigma as top of his doctoral class.
Brad McMillan, CFA®, CAIA, MAI, is chief investment officer at Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser–independent broker/dealer. As CIO, Brad chairs the investment committee and is the primary spokesperson for Commonwealth’s investment divisions. Brad received his BA from Dartmouth College, an MS from MIT, and an MS from Boston College. He has worked as a real estate developer, consultant, and lender; as an investment analyst, manager, and consultant; and as a start-up executive. His professional qualifications include designated membership in the Appraisal Institute (MAI), the CFA Institute, and the CAIA Association. Brad speaks around the country on investment issues and writes for industry publications, as well as for this blog.
Ron Weiner has been owner of Weiner and Rice, PC, since 1986 and has always worked in public accounting. He received a Master of Science in Taxation from Bentley University in Waltham, Massachusetts, and a Master of Business Administration from Boston University. He is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants. Ron is a long-term member of the BNI Financial District Chapter.
The following two presentations are scheduled for:
- Gifting, Trusts, and Family Asset Preservation: Tuesday, April 17
- Diversification and Managing Your Portfolio: Tuesday, May 29
The Vantage Point Financial Team looks forward to seeing you there!