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

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.

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

BWA Semi-Annual Networking Meeting - Tuesday 10/04/2022 - 1:15pm-2:15pm

October 4, 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.

Past Events

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. 

Balance Wealth Holiday Celebration -Thursday, December 2nd 5-8pm

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

Granary Tavern (downstairs Private Room)

Balance Wealth Advisors invites you to celebrate the season with us! You're invited to a holiday party for our clients, family and friends.   We hope you all can take some time to come and celebrate with us at our holiday party. It is one way we would like to thank you and all of our colleagues who we work with throughout the year. Please join us on Thursday, December 2nd  from 5pm to 8pm. The celebration will be at Granary Tavern (downstairs private room - located at 170 Milk Street Boston, MA 02109 We will have plenty of hors d'oeuvres and drinks to suit everyone!    We would love to see you there! 

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 Grille located in Providence, RI. You can be surrounded by beautiful views and beautiful people inside 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.

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

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.

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

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, July 30th at 2pm - 4:00pm

Virtual Vodka Tasting With Award-Winning V-One

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.

BWA Networking Meeting/ Wellesley Thurs 10/8/2020 12:30pm-2pm

October 8, 2020 12:30p - 1:30p Eastern Standard Time

**ZOOM meeting**

**ZOOM meeting** We invite 100+ of the professionals that our clients currently work with 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. Lunch is included/provided from a local deli. Compliance approval: 1-733969/1-741248 / 1-807197

BWA Annual Networking Mtg Providence - (Tues) 6/9/2020 from 12pm-2pm

June 9, 2020 12:00p - 2:00p Eastern Standard Time

At our office in Providence, RI with lunch. (*see web link & the attached menu for lunch choices) or via ZOOM if needed

**We will do via ZOOM if things have not settled down by then.**  Networking and connecting with our client's other advisors is important to us. THe goal is to connect and do a better job for mutual clients. **Moved from 4/28/2020 based on Covid-19** We invite 25+ of the professionals that our clients currently work with 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 better job. 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. Lunch is included from a local deli (Geoff's normally). Please let Amy know what you would like. Compliance Code 1-807197

Annual Kick Off Meeting for the Walk to End Homelessness at Family Promise Monday 3/9/2020

March 9, 2020 6:30p - 8:30p Eastern Standard Time

Family Promise Metrowest

Looking forward to the Annual Family Promise Kick Off Meeting on Monday, March 9th 2020 at  6:30 PM at their Resource Center in Natick. Located at: 6 Mulligan Street, Natick MA 01760 This is a great opportunity to not only learn more about the Annual Walk and ways to contribute, but also about the many great things that Family Promise does for people in our local communities each and every day. We would love to see new faces join us.   Food is provided by Paparazzi Compliance Code 1-935500

BWA Annual Networking Meeting / Wellesley - Thurs 1/30/2020 - 12:30pm-2pm

January 30, 2020 12:30p - 2:00p Eastern Standard Time

At our Wellesley, MA office with lunch. (*see web link & the attached menu for lunch choices)

We invite 100+ of the professionals that our clients currently work with 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. Lunch is included from a local deli. Compliance approval: 1-733969/1-741248

Event Registration




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