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Podcast Q&A: “Disinherit the IRS With a Zero Estate Tax Strategy“

Aviva Sapers, CEO at Sapers & Wallack answers questions about her blog “Disinherit the IRS… Read More

10
Feb
Podcast Q&A: “Rethinking the Approach to Long Term Care Insurance“

Aviva Sapers, CEO at Sapers & Wallack answers questions about her blog “Rethinking the Approach… Read More

14
Dec
Podcast Q&A: “How a Fixed Annuity Can Fill a Gap in Your Retirement Savings Plan“

Aviva Sapers, CEO and Kim Bernabeo Landry, Director, Insurance Underwriting Advocacy at Sapers & Wallack… Read More

22
Sep
Podcast Q&A: “Employee Benefit Audits – Lessons Learned from Seasoned Professionals“

Scott Tuxbury, Vice President, Retirement & wealth Management at Sapers & Wallack and Adam Shaker,… Read More

07
Sep
Podcast Q&A: “Executive Benefits Today“

Aviva Sapers, CEO and Patrick J.Bugbee. Director, Executive Benefits & Administration at Sapers & Wallack… Read More

04
Sep
Podcast Q&A: “Reduced Health Care Costs & Shared Profits with the InCap® Group Captive“

Paul Clark, Managing partner, National Health Care Captive Practice Leader of Clark & Lavey, A… Read More

29
Jun
Podcast Q&A: Benefits of a Roth Conversion

Andrew MacDougall, Director of Wealth Management of Sapers & Wallack, answers questions about his blog… Read More

25
May
Podcast Q&A: “Disability – Why is Income Protection Important?

Aviva Sapers, CEO and and Kristen Maalouf, Executive Assistant of Sapers & Wallack , answer… Read More

10
May
Podcast Q&A: “Has Your Company Taken Advantage of the R&D Tax Credit Program?“

Evan Macedo, Treasurer & Vice President of Finance & Operations at Sapers & Wallack and… Read More

27
Apr
Podcast Q&A: Financial Matters for Women in Divorce

Aviva Sapers, CEO of Sapers & Wallack and Lisa M. Cukier, Partner & Co-Chair of… Read More

13
Apr
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Latest Resources
  • March 2023 Participant memo: Planning Financial Futures
  • Podcast Q&A: “Disinherit the IRS With a Zero Estate Tax Strategy“
  • February 2023 Participant memo: The Importance of naming a Beneficiary
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Sapers & Wallack, Inc.

275 Washington Street, Suite 110
Newton, MA 02458
T: 1-617-225-2600 • F: 1-617-830-5521

Securities offered through Lion Street Financial, LLC (LSF), member FINRA/SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC (LSA) and Csenge Advisory Group, LLC. LSF and LSA are not affiliated with Sapers & Wallack or Csenge Advisory Group.

This site is published for residents of the United States only. Registered Representatives of Lion Street Financial, LLC and Investment Advisor Representatives of Lion Street Advisors, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Check us out on BrokerCheck.

This website and its content is copyright of Sapers & Wallack, Inc © 2021. All rights reserved.

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  • Individuals
    • Insurance
      • Life Insurance
      • Long Term Care Insurance
      • Disability Insurance
      • Property and Casualty Insurance
      • Medicare
    • Wealth Management
      • Annuities
      • Retirement Planning
      • Financial Planning
      • Charitable Strategies
      • Women Getting Wise About Wealth
  • Businesses
    • Retirement Plans
    • Financial Wellness
    • Executive Benefits
    • Group Benefits
    • Business Continuity
    • Business Insurance
    • Charitable Strategies
  • About Us
    • Our Story
    • Our Team
    • Diversity & Inclusion
    • Charitable Initiatives
    • News & Events
    • Careers
  • Learning Center
    • Women Getting Wise About Wealth
    • For Individuals
    • For Businesses
    • For Advisors
    • News & Events
    • Blogs & Podcasts
  • Contact
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  • Women & Wealth Fiduciary Briefcase eMoney WellCents

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