William Cass, CFP® is the Director of Wealth Management Programs for Putnam. He speaks regularly throughout the country to groups of financial advisors and investors on a wide range of financial planning topics, focusing on areas such as effective retirement income strategies, tax legislation developments, personal risk management, and efficient wealth transfer.

Chris Hennessey, Lawyer and CPA, Faculty Director, Babson College School of Executive Education, is a member of the Putnam Business Advisory Group. Chris has extensive consulting experience in finance, investments, taxes, and estate planning.