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June 16, 2022
Questions your clients are asking now
Chris Galipeau, Senior Market Strategist Jason Vaillancourt, CFA, Global Macro Strategist
March 16, 2022
Putnam's VisualizerSuite: Offering innovative solutions to solve retirement plan problems
Angela S. Achatz, Director of DCIO Strategic Relationships Michael J. Dullaghan, AIF®, DC Investment Specialist
March 8, 2022
Ideas to engage clients during tax season
Bill Cass, CFP®, CPWA®, Director Wealth Management Programs at Putnam Chris Hennessey, Lawyer and CPA, Putnam Business Advisory Group
January 20, 2022
Putnam's 2022 Investment Framework
Chris Galipeau, Senior Market Strategist Rick Polsinello, CIMA®, Senior Market Strategist Jason Vaillancourt, CFA, Global Macro Strategist
November 17, 2021
Top year-end tax-planning considerations
Bill Cass, CFP®, CPWA®, Director Wealth Management Programs at Putnam Chris Hennessey, Lawyer and CPA, Putnam Business Advisory Group
October 13, 2021
What glide path philosophy means for plan participants
Angela Achatz, Director of DCIO Strategic Relationships Michael Dullaghan, AIF®, DC Investment Specialist Brendan Murray, Senior Investment Director, Global Asset Allocation