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Events

Upcoming Events

December 1, 2020

12:00p - 12:45p

This event will be held virtually

Register

Be Financially Fit Workshop (click here for more info)

Join Aaron A'Vant for this complimentary workshop to discuss how to address your financial concerns and review the basic concepts of financial and retirement planning.  

Past Events

October 28, 2020

12:00p - 12:45p

This event will be held virtually

Be Financially Fit Workshop (click here for more info)

Join Dylan Grocer for this complimentary workshop to discuss how to address your financial concerns and review the basic concepts of financial and retirement planning.  

June 23, 2020

12:00p - 12:45p

Virtual

Career Info Webinar

Are you interested in a career in financial services? The Bulfinch Group is hiring! Join us for a webinar info session to learn more about career opportunities as a financial advisor. In uncertain times, take charge of your future. Begin a career of fortitude, opportunity, and fulfillment and create success how you envision it to be. June 23rd 12:00pm Webinar

May 20, 2020

1:30p - 4:30p

This seminar will be held virtually

CPA CPE VIRTUAL WEBINAR (AFTERNOON) - EARN 3 CPA CPE credits (this is a repeat of the morning's session)

Join Us and Earn 3 CPA CPE Credits! Closely-Held Business Transfer & Exit Strategies (1 credit) AND Understanding Non-Qualified Deferred Comp (2 credits)

May 20, 2020

9:00a - 12:00p

This seminar will be held virtually

CPA CPE VIRTUAL WEBINAR (MORNING) - EARN 3 CPA CPE credits (this session will be repeated this afternoon)

Join Us and Earn 3 CPA CPE Credits! Closely-Held Business Transfer & Exit Strategies (1 credit) AND Understanding Non-Qualified Deferred Comp (2 credits)

Event Registration