Broker Check

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

Virtual Market Insight - Market Volatility #11 on Thursday (5/6/2021) 6pm-7pm.

May 6, 2021 6:00p - 7:00p Eastern Standard Time

Virtual Update to the State of the Market Via Zoom

Given the market performance we have seen the past several months, we have been taking a close look at our portfolios to make sure they are positioned to take advantage of this environment. We would like to invite you to join us Thursday evening May 6th at 6pm for a discussion on the state of the market. This is an opportunity to ask questions and share information. **This is our 11th update - our last one was in February (2/11).  We conduct these via Zoom so everyone is able to join us safely.  ** 

Cocktail Reception at The Boat House Waterfront in Tiverton - Friday (7/30/2021) 2pm-4pm.

July 30, 2021 2:00p - 4:00p Eastern Standard Time

Boat House Waterfront

Cocktail Reception at The Boat House Waterfront in Tiverton on Friday, July 30th from 2pm - 4pm

Come Sail Away with BWA - Friday (8/27/2021) 12pm-5pm.

August 27, 2021 12:00p - 5:00p Eastern Standard Time

Marina Pub located at 3 Marina Plaza, Goat Island - Newport RI

Enjoy the beautiful sunset in Newport Friday, August 27th 3pm - 5pm  The sunset cruise is from 3-5pm. We will have refreshments and snacks on board as well. We will meet ahead of time, anytime between  12-3pm at Marina Pub located 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 an evening of fun and relaxation.

BWA Annual Networking Meeting / Wellesley - Tuesday (10/5/2021) 2:45pm-3:45pm.

October 5, 2021 2:45p - 3:45p 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 should want and expect this from the professionals that you pay for advice. Tell them to mark their calendar. Compliance approval: 1-05075892

Cocktail Reception at The Waterman Grille in Providence, RI -Friday (10/8/2021) 2pm-5pm.

October 8, 2021 2:00p - 5:00p Eastern Standard Time

The Waterman Grille

Please join us at The Waterman Grilled located in Providence, RI. You can be surrounded by Beautiful views and beautiful people jnside a historic 1871 gatehouse perched on the Seekonk River, Waterman Grille presents a vibrant culinary experience on Providence’s East Side. We really love this space as it truly highlights the dramatic and romantic character of such a great historical building. We will have great food, cocktails and ambience.

Virtual Market Insight - Market Volatility #12 via Zoom on Thursday (10/14/2021) 6pm-7pm.

October 14, 2021 - December 16, 2021 6:00p - 7:00p Eastern Standard Time

Virtual Market Insight - Market Volatility #12 via Zoom Thursday, September 16th at 6pm EST

Virtual Market Insight - Market Volatility #12 via Zoom Thursday, October 14th at 6pm EST Given the market turbulence we have seen the past several months, we have been taking a close look at our portfolios to make sure they are positioned to weather this environment. We would like to invite you to join us Thursday evening October 14th at 6pm for a discussion on the state of the market. This is an opportunity to ask questions and share information. **This is our 12th update.  We conduct these via Zoom so everyone is able to join us safely. 

Past Events

Virtual Market Insight - Market Volatility #10 on Thursday (02/11/2021) 6pm-7pm.

February 11, 2021 6:00p - 7:00p Eastern Standard Time

Virtual Update to the State of the Market Via Zoom

Virtual Update to the State of the Market Via Zoom Given the market turbulence we have seen the past several months, we have been taking a close look at our portfolios to make sure they are positioned to weather this environment. We would like to invite you to join us Thursday evening December 3rd at 6pm for a discussion on the state of the market. This is an opportunity to ask questions and share information. **This is our 9th update - our last one was in October (10/1). We conduct these via Zoom so everyone is able to join us safely.

Event Registration




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