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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

More events are on the way! Check back soon for more information.

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. 

Event Registration




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