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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
Podcast Q&A: Department of Labor is Focusing on the Rollout of a Lifetime Income Product for Retirement—What Does that Mean for You?

Scott Tuxbury, Vice President, Retirement & Wealth Management of Sapers & Wallack, answers questions about… Read More

02
Mar
Podcast Q&A: Employee Retention Credit – There Is Still Time To File

Evan Macedo, Treasurer & Vice President, Finance & Operations of Sapers & Wallack, answers questions… Read More

26
Jan
Podcast Q&A: Getting Your Financial House in Order – Part 2 (Middle Age)

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

22
Dec
Podcast Q&A: Long Term Care Coverage as an Executive Benefit

Aviva Sapers, President and CEO of Sapers & Wallack, answers questions about her blog “Long… Read More

07
Nov
Podcast Q&A: Cybersecurity – Is It Worth It?

Ellen Bohn Gitlitz, Executive Vice President Property & Casualty, answers questions about her blog “Cybersecurity:… Read More

04
Oct
Podcast Q&A: Where You Get Your Care Matters

Scott Mathieu answers questions about our September blog. Whether you’re shopping as an individual or… Read More

06
Sep
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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
    • 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
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  • Women & Wealth Fiduciary Briefcase eMoney WellCents

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