Events
Upcoming Events
November 3, 2022
6:30p - 7:30p
The Bulfinch Group
Building Steps to Financial Balance: Join us in person on Nov 3rd!
Join Wes Hunter of The Bulfinch Group, in person, for this complimentary seminar as he maps out the first two steps toward financial balance. Come prepared to walk away with a game plan - the first two steps in the right direction. Light refreshments will be served!
Past Events
September 27, 2022
7:00p - 8:00p
This event will be held virtually
UNDERSTANDING YOUR STUDENT LOAN DEBT WEBINAR-SEPTEMBER 27TH
Join Parker Freedman & Cameron Egan for this complimentary webinar on understanding your student loan debt. Learn how to set yourself up for optimal short- and long-term financial success for yourself.
June 16, 2022
12:00p - 1:00p
This event will be held virtually
QUEER WEALTH: Strategies for the LGBTQ Family — Thursday, June 16th
Join Wes Hunter for this complimentary webinar — we will address important financial topics, both general and specific to the Queer community. Together we will explore roadblocks to financial success for LGBTQ+ folks and what to consider when building a long-term financial and retirement strategy.
June 2, 2022
12:00p - 1:00p
This event will be held virtually
CASH FLOW IN YOUR 30s: NAVIGATING THE SHIFT WEBINAR-JUNE 2ND
Join Wes Hunter for this complimentary webinar on navigating the shift in priorities from your 20s to your 30s. Learn how to set yourself up for optimal short- and long-term financial success for yourself and your family.
May 25, 2022
7:00p - 8:00p
This event will be held virtually
DEFINING YOUR BASIC INVESTMENT OBJECTIVES: MAY 25TH WEBINAR
Join Parker Freedman of The Bulfinch Group and his team for a complimentary workshop to learn about an uncommon approach to investing
February 16, 2022
4:00p - 5:00p
This event will be held virtually
PROTECT YOUR INCOME | PROTECT YOUR FUTURE 4:00 PM WEBINAR
Join Wes Hunter & Andrew Altenbach for this complimentary workshop to learn how these strategies could help provide the difference for your future and confidence today.
February 16, 2022
12:00p - 1:00p
This event will be held virtually
PROTECT YOUR INCOME | PROTECT YOUR FUTURE 12:00 NOON WEBINAR
Join Wes Hunter & Andrew Altenbach for this complimentary workshop to learn how these strategies could help provide the difference for your future and confidence today.
December 16, 2021
12:00p - 1:00p
ZOOM LINK: https://zoom.us/my/dylangrocerma
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.
December 8, 2021
1:00p - 2:00p
This event will be held virtually
FINANCIAL STRATEGIES FOR A SECURE RETIREMENT
Join The Bulfinch Group and Needham Bank for this complimentary workshop to hear from Leigh McCloskey, Director of Client Relations at The Bulfinch Group, to review your retirement finances, explore how the tax law changes can impact you, and make sure your money lasts as long as you do.
November 4, 2021
12:00p - 1:00p
This event will be held virtually
GET FINANCIALLY PREPARED WORKSHOP
Join Wes Hunter for this complimentary workshop to discuss how to address your financial concerns and review the basic concepts of financial and retirement planning.
October 20, 2021
1:00p - 2:00p
This event will be held virtually
RETIRE WITH CONFIDENCE WEBINAR
Join us for this complimentary webinar to learn how to better position your clients' financial situation to help them live a better life in retirement and more importantly, how you can position it with your clients effectively to grow your practice.
October 3, 2021
7:00p - 7:45p
This event will be held virtually
Be Financially Fit Workshop
Join Kia Minor for this complimentary workshop to discuss how to address your financial concerns and review the basic concepts of financial and retirement planning.
July 28, 2021
1:00p - 2:00p
This event will be held virtually
RETIRE WITH CONFIDENCE WEBINAR
Join us for this complimentary webinar to learn how to position your financial situation to help you live a better life in retirement.
June 24, 2021
12:00p - 12:45p
This event will be held virtually
Be Financially Fit Workshop
Join Wes Hunter for this complimentary workshop to discuss how to address your financial concerns and review the basic concepts of financial and retirement planning.
June 10, 2021
12:00p - 12:45p
This event will be held virtually
Be Financially Fit Workshop (click here for more info)
Join Andrew Altenbach for this complimentary workshop to discuss how to address your financial concerns and review the basic concepts of financial and retirement planning.
June 9, 2021
8:00a - 9:00a
This event will be held virtually
Small Business Owners Workshop - Protecting Your Small Business
Join The Bulfinch Group and Needham Bank for this complimentary workshop to hear from professionals, meet others faced with a similar choice, and walk out of the workshop with your questions answered, fears assuaged, and mind clear on what to do next.
May 25, 2021
6:00p - 6:45p
This event will be held virtually
Be Financially Fit Workshop (click here for more info)
Join Kia Minor for this complimentary workshop to discuss how to address your financial concerns and review the basic concepts of financial and retirement planning.
May 20, 2021
12:00p - 12:30p
This event will be held virtually
Business Owner Strategies: May 20 - 12:00 Noon (click here for more info)
Join Andrew Altenbach & Lily Reale for this complimentary workshop to learn about the tools and perspective to help develop comprehensive solutions that address your personal financial objectives and family dynamics, as well as issues specific to your business.
May 19, 2021
7:30a - 8:00a
This event will be held virtually
Business Owner Strategies: May 19 - 7:30 AM (click here for more info)
Join Andrew Altenbach & Lily Reale for this complimentary workshop to learn about the tools and perspective to help develop comprehensive solutions that address your personal financial objectives and family dynamics, as well as issues specific to your business.
May 8, 2021
10:00a - 11:00a
This event will be held virtually
Life Changes Workshop (click here for more info)
Join Leigh McCloskey, Amy Lampert & Karen Argetsinger, Esq. for this complimentary workshop to hear from divorce professionals in your area, meet others faced with a similar choice, and walk out of the workshop with your questions answered, fears assuaged, and mind clear on what to do next.
May 6, 2021
12:00p - 12:45p
This event will be held virtually
Be Financially Fit Workshop (click here for more info)
Join Andrew Altenbach for this complimentary workshop to discuss how to address your financial concerns and review the basic concepts of financial and retirement planning.
April 28, 2021
12:00p - 1:00p
This event will be held virtually
Be Financially Fit Workshop (click here for more info)
Join Kia Minor for this complimentary workshop to discuss how to address your financial concerns and review the basic concepts of financial and retirement planning.
March 31, 2021
12:00p - 12:45p
This event will be held virtually
Be Financially Fit Workshop (click here for more info)
Join Don Conway for this complimentary workshop to discuss how to address your financial concerns and review the basic concepts of financial and retirement planning.
March 31, 2021
12:00p - 12:45p
This event will be held virtually
Get Financially Fit Workshop (click here for more info)
Join Connor Gallivan for this complimentary workshop to discuss how to address your financial concerns and review the basic concepts of financial and retirement planning.
March 20, 2021
10:00a - 11:00a
This event will be held virtually
Life Changes Workshop (click here for more info)
Join Leigh McCloskey, Amy Lampert & Karen Argetsinger, Esq. for this complimentary workshop to hear from divorce professionals in your area, meet others faced with a similar choice, and walk out of the workshop with your questions answered, fears assuaged, and mind clear on what to do next.
March 10, 2021
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.
March 4, 2021
12:00p - 12:45p
This event will be held virtually
Be Financially Fit Workshop (click here for more info)
Join Andrew Altenbach for this complimentary workshop to discuss how to address your financial concerns and review the basic concepts of financial and retirement planning.
March 3, 2021
12:00p - 12:45p
This event will be held virtually
Be Financially Fit Workshop (click here for more info)
Join Connor Gallivan for this complimentary workshop to discuss how to address your financial concerns and review the basic concepts of financial and retirement planning.
January 14, 2021
12:00p - 12:45p
This event will be held virtually
Be Financially Fit Workshop (click here for more info)
Join Michael Reid, CFA® for this complimentary workshop to discuss how to address your financial concerns and review the basic concepts of financial and retirement planning.
December 1, 2020
12:00p - 12:45p
This event will be held virtually
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.
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)