Year-End Planning

Planning for the holidays can be stressful enough without adding year-end financial planning to the mix. At Munroe Morrow, our goal is streamline your financial life and alleviate the stress that comes with planning for the future.

Join our team for this educational webinar as we discuss how to make the most of your finances going into 2023 with our top 5 year-end planning recommendations.

If you are a successful individual looking for year-end guidance, or if you have questions about new 2023 IRS changes, we encourage you to register. You’ll learn about actionable ways to reduce your taxes, improve your retirement savings, and incorporate philanthropy into your overall wealth plan.

Don’t let the new year sneak up on you. Register now to learn more about how to set yourself up for success as you head into 2023.

Register now to learn more about how to set yourself up for success as you head into 2023!

About Jonathan and Kyle

Jonathan E. Coughlin, Private Wealth Advisor

Jonathan E. Coughlin is a Private Wealth Advisor with Munroe Morrow Wealth Management. Jonathan earned his Bachelor of Science degree at Peter T. Paul College of Business and Economics at the University of New Hampshire with a concentration in Finance. Since 2017, Jonathan has worked in the financial services industry and holds his Series 7 (held with LPL Financial), Series 66 (held with both Flagship Harbor Advisors and LPL Financial) and Insurance licenses.

Originally from Grafton, Massachusetts Jonathan has been a lifelong Patriots fan and enjoys all Boston sports. He enjoys spending time with his family boating on Cape Cod and vacationing in Vermont. Jonathan is an avid snowboarder, skateboarder and golfer, finding time to get out and enjoy the outdoors whenever possible.



Kyle Hurley, CPA, Private Wealth Advisor

Kyle Hurley is a Private Wealth Advisor with Munroe Morrow Wealth Management. Kyle is a Certified Public Accountant in the state of Massachusetts. He joins the team after three years at Ernst & Young, where he performed auditing services for both public and private companies. Kyle attended the University of New Hampshire where he graduated Magna Cum Laude with a concentration in Accounting and Finance from the Peter T. Paul College of Business and Economics.

Originally from Mansfield, Kyle enjoys spending time with his family, traveling, and playing golf and hockey.