Events
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
No Time to Siesta - It's Time to Fiesta - Friday, May 3rd 4-6pm
May 3, 2024 4:00p - 6:00p Eastern Standard Time
Third Space Kitchen Newton
Taco 'bout a good time! Join us for a spicy night of fun, food, and fiesta! We hope you can join us for a fun evening of interactive cooking with great people at a great space. You can partake in the preparation of food or just come and enjoy a menu of Authentic Mexican Salsa and Guacamole, Tacos with Carne Asada, Garlic Shrimp , and Spicy Black Bean and Corn. Fabulous drinks and desserts as well. We hope you can join us to mingle / engage with the stations and enjoy the freshly-made authentic Mexican cuisine.🍹🍰🌮🌯🌶️🥑 Grab your sombrero and let's party!! 👩🏻🌾💃🏻 You can view and register for all of our events on our website at www.balancewealthadvisor.com Private Event - We have reserved the entire facility for our event. We are super excited for a great time with great people and delicious food!
Cocktail or Two with an Ocean View - Friday, June 28th 2-4pm at the BoatHouse Waterfront in Tiverton, RI
June 28, 2024 2:00p - 4:00p Eastern Standard Time
Boat House Waterfront Dining
YOU ARE INVITED: Friday, June 28th from 2-4pm for some delicious food, fabulous drinks with the most beautiful view! We have the outdoor patio reserved just for you! If you are looking for a delightful and relaxing afternoon with fantastic people, then you have come to the right place - our clients are the best! 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! Bring a friend if you choose and enjoy the summer afternoon!
Discover Newport by Land and Sea! -Saturday, August 10th from 9am-1pm
August 10, 2024 9:00a - 1:00p Eastern Standard Time
Newport Bus Terminal/Hamilton Family Aquarium - Bowen’s Wharf, Newport
BWA Welcomes you to see the beautiful sights of Newport by land and by sea! Take a tour of the charming and historical streets of Newport aboard a classic Newport trolley. Then hop aboard the Coastal Queen to take in the views from the water, including several lighthouses and stunning coastline. We invite you to travel from the Modern Age to the Gilded Age to start the adventure. You will definitely get an insider’s look into Newport aboard an old-fashioned trolley and then a spacious and comfortable boat ride. The Trolley will drop all guests boarding the Coastal Queen for our 11:30am boat ride. For any guest that is not joining for the boat ride, they can take the trolley back to the original starting point which is the Newport Bus Terminal. Drinks and snacks will be provided. We hope you can join the fun!
Past Events
BWA Annual Holiday Celebration -Thursday, Nov 30th 5-8pm
November 30, 2023 5:00p - 8:00p Eastern Standard Time
The Chateau Restaurant Waltham
We would love to kick off the holiday season celebrating with all of our favorite people! We hope you can join us for a fun evening of great food and drink and intriguing mind puzzling games as well as individual or group tarot card readings. We hope you can join us and make the holiday season even more memorable than the last! Hope to see you Thursday, November 30th from 5-8pm at The Chateau Restaurant in Waltham for a wonderful array of food and beverages as well as some great entertainment!
COCKTAILS 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!
Come Sail with BWA - Enjoy the afternoon in Newport, RI ** SEE NEW INFO** LOCATION CHANGE
August 5, 2023 2:00p - 4:00p Eastern Standard Time
Sail Away with BWA 2023 - August 5th - Newport RI
The new departure time is 2:10pm and returns at 4pm The dock we depart from is also different. The new departure is from Bowens Wharf. Please see below for explicit details of location, how to find it as well as parking information. Parking can be very trciky in Newport, so please make sure you give yourself plenty of time to locate a parking spot and make it to the boat before the 2:10pm departure. It is also Jazz Fest in Newport on this weekend, so give yourself ample time. It may be a nice add to arrive in Newport earlier, have some lunch
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!
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.