2023 Upcoming Events
2023 Previously Held Events*
*If you missed any of these events and would like further information on the content, please reach out to us at [email protected]
2022 Held Events
October 3rd - Social Security & Medicare Event - hosted by BWS and BlackRock
- Securing your Retirement Presentation
- Making Medicare work for you Presentation
June 9th - Shredding Party - Bring all your old documents to our office for an onsite shredding service and stay for a quick bite!
March 22nd - Special Ukraine Event - hosted by BWS, Fidelity and CFN
March 9th - Family Love Letter - hosted by BWs and Neuberger Berman
January 27th - BWS 2022 Economic, Market & Tax Outlook Webinar - hosted by BWS, Brad McMillan and David Haughton of CFN
2021 Virtual Events
September 30th — Fidelity Cybersecurity Session #2 hosted by Gary Rossi, Vice President of Fidelity Security Services - Best practices brochure attached - unable to share content due to Fidelity's security provisions. Personal Security Brochure
June 22nd — Managing Stress for Success with Michael Futterman, the Head of Knowledge Labs® Professional Development at Janus Henderson Investors. Workbook to help you prepare and respond to stress
May 26th — 529 College Planning Essentials Webinar with JP Morgan's Kris Adrian, Vice President, who serves as the National 529 Plan Specialist for J.P. Morgan Asset Management —unable to share content due to JP Morgan's security provisions.
April 8th — Estate Planning Webinar with Jaime T. Kim, Attorney at Orsi Arone Rothenberg Turner, LLP. https://www.youtube.com/watch?v=cRTI3V2BNoM
March 3rd — Personal Security Insights Webinar with Gary Rossi, Vice President of Fidelity Security Services — unable to share content due to Fidelity's security provisions
January 21st — Beyond the Numbers Webinar with Brad McMillan, Commonwealth's Chief Investment Officer. Content posted under articles/market commentary
Re-Branding Launch Party - The Boston Winery (June 14, 2019)
This event was for the official launch of our practice under its new name, Boston Wealth Strategies. We felt it was important to host our clients and thank them for their dedication and support for all these decades, as well as share why this was an important step for us.
As our team and practice continues to grow, we feel that having our own brand is an important part of our identity. We continue to partner with Baystate Financial, but wanted our clients of today and the future to know that we are our own practice, consisting of multiple advisors and dedicated support staff. We look forward to the growth of our practice and working with you and your future generations to come.
We'd like to thank all our clients for attending and the Boston Winery for being wonderful hosts for our party. Last but definitely not least, we need to thank the Boston Red Sox and WEEI for loaning us all four Red Sox trophies. We truly enjoyed having this gathering with so many of our wonderful clients. We look forward to many more years! Thank You
— The Boston Wealth Strategies Team
