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Bonnie Kirchner, CFP®, MST



Bonnie Kirchner, CFP®, MST


Even Keel Financial Services, LLC
163 Front Street, Suite 203
PO Box 973
Marion, MA 02738-1526

508-748-0727

617-990-6634
Bonnie Kirchner is a CERTIFIED FINANCIAL PLANNER ™ practitioner with a Master of Science degree in Taxation from Bentley University in Waltham, MA, where she currently serves on the faculty. Ms. Kirchner received her Bachelor of Science degree in Financial Counseling and Planning from Purdue University in West Lafayette, IN and has been practicing since 1990.  Early in Bonnie’s career she became passionate about educating individuals on financial topics. A frequent speaker on retirement, estate, long-term care, investing, and education planning concepts in the Boston area, she also contributes financial content to various national publications and radio programming.  Ms. Kirchner hosted the financial talk show “Handling Change” and most recently co-anchored “Early Exchange”, a morning drive business magazine heard on Boston’s business radio station. Ms. Kirchner also served as the financial reporter for Boston’s CBS affiliate, delivering financial information each weekday morning, live from the Boston Stock Exchange.  She is also the author of Who Can You Trust With Your Money? Published by FT Press.


 
 
 IMPORTANT DISCLOSURES

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC.  Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Federally Registered Investment Advisor.  Even Keel Financial Services and Cambridge Investment Research are not affiliated

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of CA, FL, IL, ME, MA, NH, NJ, OR, RI, VT and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


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