2022 Held Events
June 9th (3-7 pm)— 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 C
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