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PAST EVENTS IN THE LAST 3 MONTHS
April 21: Practice Group: Cape Cod
Please join us for our first in-person Cape Cod Practice Group.  Our speaker will be Eric Stein....
April 21 2022
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April 6: Stewardship & The Stewarding Of Family Wealth
Join David Marra of Markin Asset Management as he discusses Stewardship and the Stewarding of Family....
April 6 2022
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March 31: Taxes, Transfers & Tea Leaves
Join us March 31st – from 12-1 p.m.  Jeff Brooks, Wealth Strategist with Capital....
March 31 2022
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March 30: Wicked Tech Talks - Cyber Security Panel
Join us for Wicked Tech Talks featuring a Cyber Security Panel from: RIA In a Box, Advisor Armor and....
March 30 2022
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March 24: 2022 Retirement Insights W/ JP Morgan
As people live longer, market forces change and the retirement landscape shifts, planning for a successful....
March 24 2022
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March 23: NexGen Virtual Speed Networking
2022 Speed Networking The FPA of New England NexGen group has designed an innovative networking....
March 23 2022
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March 18: Dana Farber Coach Training: Virtual
Become a Dana-Farber financial coach Imagine hearing the words, “You have....
March 18 2022
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March 14: BCBS Wellness Series: Medicare
Wellness Webinar: March 14th @ 9AM - Bring your morning cup of coffee to discuss all things Medicare with....
March 14 2022
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March 7: Mortgage Mondays With Mortgage Network Inc.
How Your Tax Returns Affect Qualifying for a Mortgage Tax returns can impact many borrowers’....
March 7 2022
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March 2: Wealth Wednesday: Long-Term Income Optimization Analytics
Join David Marra of Markin Asset Management for Wealth Wednesday as he discusses the topic Long-Term....
March 2 2022
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February 2: Investment Strategies For Long-Term Income
Join David Marra of Markin Asset Management, LP as he discusses Investment Strategies for Long-Term....
February 2 2022
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January 26: Gift Giving Strategy That Will Differentiate You From The Other Advisors
Your clients have enough chocolate.They don’t need pens.Happy Birthday cards end up in the....
January 26 2022
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