Events
Compliance approval 1-847245 4/29/2019
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients and the other professionals that they work with. Along the way, we like to have some fun, too. If any of the events below look interesting, please click on the event and "Register" via our website. We will be happy to add you to our guest list and look forward to seeing you soon.
Upcoming Events
Boston Harbor Sunset Cruisin' with BWA Saturday, June 24th 7pm-8:30pm
June 24, 2023 7:00p - 8:30p Eastern Standard Time
Rowes Wharf (Seaport area)
YOU ARE INVITED: Saturday, June 24th 7pm-8:30pm We would love to have you join us for a relaxing evening where you can enjoy the fresh air and escape the heat, see amazing views of Boston’s beautiful skyline and the historic USS Constitution as the sun sets behind the city. As evening sets in, sunset colors fade to a twilight sky and the city comes alive with lights. This 90-minute sunset cruise will highlight popular and famous scenes of Boston Harbor from both past and present. We would love to have you join us, bring a friend if you choose and enjoy this spectacular summer evening with us!
Come Sail with BWA - Enjoy the afternoon in Newport, RI.
August 5, 2023 2:30p - 4:30p Eastern Standard Time
Sail Away with BWA 2023 - August 5th - Newport RI
Step aboard the Schooner Aurora for a Mimosa Sail and enjoy a relaxing harbor cruise with your favorite beverage. It doesn't get much better for an afternoon sail in Newport. Saturday, August 5th 2:30pm - 4:30pm We will have delicious snacks and other refreshments on board. We will meet between 1:30pm and 2:30pm at 3 Marina Plaza, Goat Island - Newport RI. This provides all plenty of time to arrive and be ready for the sail. Parking is easy, but space can be Limited, so this is a first come / first serve event Climb aboard the Schooner Aurora, an 101-foot pilot schooner for an afternoon of beauty and relaxation. We hope to see you there!
SUMMERTIME COCKTAIL RECEPTION AT THE BOATHOUSE - Friday, Sept. 15th 2-4pm
September 15, 2023 2:00p - 4:00p Eastern Standard Time
Boat House Waterfront Dining
YOU ARE INVITED: Friday, September 15th from 2-4pm...we have the outdoor patio reserved just for you! We would love to have you join us for a relaxing summer afternoon where you can enjoy some delicious cocktails and hors d'oeuvres from the private outdoor patio that overlooks the foot of Mt. Hope Bay. Absolutely beautiful sunsets! We would love to have you join us, bring a friend if you choose and enjoy the summer afternoon!
Past Events
Holiday Celebration BWA 2022 - Thurs, Dec 1st 4-8pm at Paparazzi
December 1, 2022 4:00p - 8:00p Eastern Standard Time
PapaRazzi Restaurant in Wellesley
CELEBRATE THE HOLIDAY SEASON WITH BWA 2022 Thursday, December 1st 4-8pm at PapaRazzi in Wellesley
BWA Semi-Annual Networking Meeting - Tuesday 11/1/2022 - 1:15pm-2:15pm ***Date changed***
November 1, 2022 1:15p - 2:15p Eastern Standard Time
Virtual Networking Event via ZOOM
We invite 100+ of the professionals that our clients currently work with to network via ZOOM 2 times per year so that we can do a better job for our mutual clients. We believe that professionals who interact with and know each other will do a more comprehensive and thus better job for clients. Please tell your CPA or Attorney that we will be reaching out to them. You can forward this link directly to them. You should want and expect this from the professionals that you pay for advice. Tell them to mark their calendar.
Cocktail Reception at The Boat House Waterfront in Tiverton - Friday, August 26th - 2pm to 4pm.
August 26, 2022 2:00p - 4:00p Eastern Standard Time
Boat House Waterfront Dining
We would love to have you join us for a relaxing summer afternoon where you can enjoy some delicious cocktails and hors d'oeuvres from the private outdoor patio that overlooks the foot of Mt. Hope Bay. Absolutely beautiful sunsets! We would love to have you join us, bring a friend if you choose and enjoy the summer afternoon! When: Friday, August 26th from 2pm - 4:00pm Where: The Boat House Waterfront, in Tiverton, RI We would love to see you there and encourage you to take a stroll on the pier, watch the sailboats go by and the sun go down, all complimented with your favorite cocktail and a delicious bite. RSVP by clicking on the "Register" link. We stop taking registrations when we are at 100% and/or 3 days prior to the event. We may add a 2nd one this summer based on how many people have RSVP'd. If you have any questions you can call Amy at 781-772-2470 or email her at RSVP@balancewealthadvisor.com
Come Sail Away with BWA Saturday, July 16th 10am -12pm Mimosa Sail
July 16, 2022 10:00a - 12:00p Eastern Standard Time
5 Marina Plaza, Goat Island
Calling all Brunch Lovers! Step aboard the Schooner Aurora for a Mimosa Sail and enjoy a relaxing harbor cruise with your favorite brunch beverage. It doesn't get much better for a morning sail in Newport. Saturday, July 16th 10am - 12pm We will have Mimosas and other refreshments as well as snacks on board. We will meet by 9:30am at 3 Marina Plaza, Goat Island - Newport RI. This provides all plenty of time to arrive and be ready for the sail. Parking is also easy. Space is Limited, so this is a first come / first serve event Climb aboard the Schooner Aurora, an 101-foot pilot schooner for a morning of beauty and relaxation.
BWA Semi-Annual Networking Meeting / Wellesley - Thurs 1/27/2022 - 2:15pm-3:15pm
January 27, 2022 2:15p - 3:15p Eastern Standard Time
Via ZOOM
We invite 100+ of the professionals that our clients currently work with to network via ZOOM 2 times per year so that we can do a better job for our mutual clients. We believe that professionals who interact with and know each other will do a more comprehensive and thus better job for clients. Please tell your CPA or Attorney that we will be reaching out to them. You can forward this link directly to them. You should want and expect this from the professionals that you pay for advice. Tell them to mark their calendar.