Carolynn is a Certified Financial Planner™ professional who specializes in financial education. She is the Program Director for Boston Universitys classroom and online Program for Financial Planning and has augmented the development of BUs online program for the past eight years.

Carolynn has taught estate planning courses and CFP® Certification Exam reviews for the past eighteen years at Boston University, Merrimack College and Northeastern University in Massachusetts, and for Florida Gulf Coast University and Keir Educational Resources. She has also taught estate planning and financial planning courses for many banks and financial service firms in Massachusetts and Florida.

As cofounder of a financial education company, Beacon Hill Financial Educators, Carolynn presented continuing education courses to many financial service corporations and organizations such as NAPFA and the FPA. Former positions include Director of Financial Planning Programs at Merrimack College, and Regional Director of the Social Security Disability Program in Massachusetts.

Carolynn has been appointed the 2012 Chair of the CFP Boards Council on Education, and has served as a member of the Council from 2009-2011. She has been a member of the FPA for many years, and has served on the Board of Directors for the southwest Florida chapter. She is also a former member of the Boston Estate Planning Council.

Kenneth Dean is a Certified Public Accountant and a Certified Financial Planner. He has provided accounting and tax services to personal clients for 20 years. As an international tax manager, he gained 10 years experience working at large, multinational companies such as Toshiba and Colgate-Palmolive. Ken achieved a Masters of Science degree in Taxation in 1995 and a State and Local Tax certification in 1999 from Fairleigh Dickinson University.

As a former instructor for Merrimack College, Ken has taught all seven financial courses over the past four years, which are: Introduction to Financial Planning, Insurance Planning and Risk Management, Investment Planning, Income Tax Planning, Retirement and Employee Benefits Planning, Estate and Gift Tax Planning, and Comprehensive Case Analysis. Additionally, he has taught all sections of the CFP Certification Examination Review courses for various CFP programs.

Ken is currently a consultant to Boston University’s Program for Financial Planning, where he provides input to students enrolled in the online Financial Planning Program.

Ken is a current member of the AICPA and the NJSCPA.