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Neighbor News

JAKE AKOURY OF THE BULFINCH GROUP NAMED ADJUNCT PROFESSOR AT BOSTON UNIVERSITY'S CENTER FOR PROFESSIONAL EDUCATION

The Bulfinch Group's Director of Training, John "Jake" Akoury of Danvers, MA was recently named Adjunct Professor at Boston University.

John “Jake” Akoury, CFP®, of Danvers, MA, Director of Training at The Bulfinch Group, has been named an Adjunct Professor at Boston University’s Center for Professional Education. Mr. Akoury will teach a ten week course entitled FP102: Risk Management, which will start September 9th. The course is part of the CERTIFIED FINANCIAL PLANNER™ certificate program offered at the University.

“FP 102: Risk Management will provide students with an understanding of the risk management process and the techniques available to minimize exposures to risk. Students will learn how to conduct a protection analysis for different types of risks and evaluate and compare insurance contracts and policy features,” explains Jake. “This course covers various tax and non-tax aspects of insurance, including life, disability, long-term care, and medical insurance; and explains how rates are developed, the types of contracts that are available, how to read insurance proposals, and how life insurance is used in financial planning. Students also learn about property and casualty insurance, including homeowner’s, liability, and auto insurance. Other topics include group life, disability and health insurance plans.”

John “Jake” Akoury is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 160 Gould Street, Suite 310, Needham, MA 02494. Securities/ products and advisory services offered through PAS, 781-449-4402. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. Guardian, its subsidiaries, agents or employees do not give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation. PAS is a member FINRA, SIPC. 2014-9871

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