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.
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
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.
October 5, 2021 2:45p - 3:45p Eastern Standard Time
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
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.
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.
May 5, 2021 5:00p - 6:00p Eastern Standard Time
Virtually - You can enjoy from wherever you choose via ZOOM
Please join us for our first Virtual Vodka Tasting Event featuring Ty Law, NFL Hall of Fame Member and partner of V-One Vodka and Paul Kozub Founder. This is a fun event that you can do from the comfort and safety of your own home and drink away with BWA! We hope you can join us as we think this will be a very fun and hopefully interactive event for all to enjoy wherever you may be. Please RSVP to : Amy O’Connell to hold your place and you will receive the ZOOM instruction and cocktail instructions prior to May 5th. Any Questions, please don’t hesitate to ask.
April 13, 2021 6:00p - 7:00p Eastern Standard Time
VIRTUAL PRESENTATION VIA ZOOM
Cyber Security Presentation: Personal Security Insights With David Allen of Balance Wealth Advisors and Ryan Mckee of Fidelity Please join us for a Virtual Cyber Security Insight on Tuesday, April 13th from 6-7pm EST Cybersecurity is more important than ever since the COVID-19 pandemic. We want to review new threats and detail ways you should address them. Cyber incidents are consistently ranked at the top of business concerns, and it’s easy to see why: According to one estimate, the global cost of cybercrime will rise to $6 trillion a year by the end of 2021. And this was before the COVID-19 pandemic disrupted businesses worldwide and offered new opportunities for hackers and bad actors. We will cover the following Key Personal Security Topics: The pandemic has created the perfect amount of fear, uncertainty, doubt, and chaos.
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.