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Events

Upcoming Events

May 29, 2024

6:00p - 7:00p

ZOOM

June 4, 2024

6:00p - 7:00p

ZOOM

BUILDING BLOCKS FOR HEALTH & WEALTH ZOOM: JOIN US! JUNE 4th, 6:00 PM

BUILDING BLOCKS FOR HEALTH & WEALTH WEBINAR A webinar for those striving to live a healthy & financially-balanced life. 

June 12, 2024

6:00p - 7:00p

ZOOM

BEYOND MONEY: 3 KEY RETIREMENT DECISIONS: JUNE 12th Webinar 6:00pm-7:00pm

JOIN US! BEYOND MONEY: 3 KEY RETIREMENT DECISIONS Dennis Hart is a highly accomplished and seasoned Regional Vice President with 20+ years' experience educating audiences on the complexities of retirement planning.

Past Events

May 16, 2024

6:30p - 7:30p

ZOOM WEBINAR

PROTECTING WEALTH FOR AN AGING AMERICA: May 16th Webinar 6:30 PM-7:30 PM

JOIN US! PROTECTING WEALTH FOR AN AGING AMERICA Richard Howell, MBA & Tommy Fisher, MBA will help to educate attendees on the complexities involved with eldercare planning.  

April 2, 2024

6:00p - 7:00p

In person, including dinner: BIDMC West Campus Deaconess 312

THRIVING ON A RESIDENCY SALARY: Practical Strategies for Financial Health: April 2nd @ 6:00 PM

JOIN US! Thriving on a Residency Salary: Practical Strategies for Financial Health

March 27, 2024

7:00p - 10:00p

Kings Boston Back Bay

FOOD, FUN & FINANCE! Join us at Kings Boston Back Bay, March 27th, 7:00 PM

Join us at Kings Boston Back Bay for an evening of relaxation and celebration.

February 28, 2024

5:00p - 6:00p

ZOOM

PROTECTING WEALTH FOR AN AGING AMERICA: FEB 28th Webinar 5:00 PM-6:00 PM

JOIN US! PROTECTING WEALTH FOR AN AGING AMERICA Ryan Bertrand is an industry expert in Eldercare Planning. His work has helped educate many families on the complexities involved with eldercare planning. 

February 28, 2024

12:00p - 1:00p

ZOOM

PROTECTING WEALTH FOR AN AGING AMERICA: FEB 28th Webinar 12:00 Noon-1:00 PM

JOIN US! PROTECTING WEALTH FOR AN AGING AMERICA Ryan Bertrand is an industry expert in Eldercare Planning. His work has helped educate many families on the complexities involved with eldercare planning. 

February 13, 2024

6:00p - 7:00p

In person, including dinner: BIDMC West Campus Deaconess 312

DEMYSTIFYING DISABILITY INCOME: Join us In Person for Dinner OR via Zoom, FEB 13th @ 6:00 PM

DEMYSTIFYING DISABILITY INCOME | UNCOVERING THE WHO, WHAT, WHERE, WHEN AND HOW?

December 14, 2023

12:00p - 1:00p

ZOOM

Household Finances for Parents DEC 14th Webinar: Join Us! 12:00 Noon-1:00 PM

HOUSEHOLD FINANCES FOR PARENTS - COMPLIMENTARY ZOOM WORKSHOP Join us to learn how to set financial goals for your child's milestones while keeping your retirement savings on track.

December 13, 2023

8:00p - 9:00p

ZOOM

Household Finances for Parents DEC 13th Webinar: Join Us! 8:00-9:00 PM

HOUSEHOLD FINANCES FOR PARENTS - COMPLIMENTARY ZOOM WORKSHOP Join us to learn how to set financial goals for your child's milestones while keeping your retirement savings on track.

December 12, 2023

6:00p - 7:00p

In person, including dinner: BIDMC West Campus Deaconess 312

December 6, 2023

6:00p - 6:30p

ZOOM

Commission-Based Income - Winter Webinar Series: Join Us! DEC 6th, 6:00-6:30 PM

COMMISSION-BASED INCOME - WINTER WEBINAR SERIES (second in our three-part series) Learn how to maximize your income potential and walk away with a financial prosperity plan, one financial step at a time. 

November 15, 2023

5:30p - 6:30p

ZOOM

YOUR PRESCRIPTION FOR PROSPERITY ZOOM: Join Us! NOV 15th, 5:30-6:30 PM

INCOME PROTECTION & FINANCIAL LITERACY FOR HEALTHCARE PROFESSIONALS Learn how to maximize your income potential and walk away with a financial prosperity plan, one financial step at a time. 

November 8, 2023

6:00p - 6:30p

ZOOM

Commission-Based Income - Winter Webinar Series: Join Us! NOV 8th, 6:00-6:30 PM

COMMISSION-BASED INCOME - WINTER WEBINAR SERIES (first in our three-part series) Learn how to maximize your income potential and walk away with a financial prosperity plan, one financial step at a time. 

October 11, 2023

5:30p - 6:30p

ZOOM

YOUR PRESCRIPTION FOR PROSPERITY ZOOM: Join Us! October 11th, 5:30-6:30 PM

INCOME PROTECTION & FINANCIAL LITERACY FOR HEALTHCARE PROFESSIONALS Learn how to maximize your income potential and walk away with a financial prosperity plan, one financial step at a time. 

October 3, 2023

6:00p - 7:00p

In person, including dinner: BIDMC West Campus Deaconess 312

STUDENT LOANS, FORGIVENESS & CONSOLIDATION: Join us In Person for Dinner OR via Zoom, October 3rd @ 6:00 PM

The Department of Education's student loan forbearance program sunsets September 1, 2023, when interest resumes, with payments becoming due October 2023. With new legislation and federal loan restarting, we need to begin to devise a student loan game plan.

May 25, 2023

4:00p - 5:00p

This event will be held virtually

Let's Talk Retirement Maximization! Join us via Zoom on Thursday May 25th @ 4:00 PM

EDUCATION & PLANNING COUNTS. Join John V. Coyle, RICP® and Nicholas Browne of The Bulfinch Group, via Zoom, for this complimentary webinar, featuring guest speaker Dennis Hart, CFP®, Transamerica. The key to success is having the right protection strategy and team of financial professionals to help you forecast and prepare for this decision.

May 24, 2023

2:00p - 3:00p

This event will be held virtually

Let's Talk Retirement Maximization! Join us via Zoom on Wednesday May 24th @ 2:00 PM

EDUCATION & PLANNING COUNTS. Join John V. Coyle, RICP® and Nicholas Browne of The Bulfinch Group, via Zoom, for this complimentary webinar, featuring guest speaker Dennis Hart, CFP®, Transamerica. The key to success is having the right protection strategy and team of financial professionals to help you forecast and prepare for this decision.

May 2, 2023

12:00p - 1:00p

This event will be held virtually

Join Kia for her Estate Planning Webinar - May 2nd, 2023 @ 12:00 Noon

Join Kia Minor of The Bulfinch Group, via Zoom, for her workshop on ESTATE PLANNING. At this seminar, you’ll learn how to:  1) Communicate your goals and concerns;   2) Set parameters for financial decision-making; and   3) Build a system that unites your money effectively.

April 25, 2023

12:00p - 1:00p

This webinar will be held virtually

Join Kia for her Ready or Not Retirement Webinar - April 25th, 2023 @ 12:00 Noon

Join Kia Minor of The Bulfinch Group, via Zoom, for her workshop on READY OR RETIREMENT. At this seminar, you’ll learn how to:  1) Communicate your goals and concerns;   2) Set parameters for financial decision-making; and   3) Build a system that unites your money effectively.

April 18, 2023

6:30p - 7:30p

This event will be held virtually

Join Kia for her Money Mindset Webinar - April 18th, 2023 @ 6:30 PM

Join Kia Minor of The Bulfinch Group, via Zoom, for her workshop on MONEY MINDSET. At this seminar, you’ll learn how to:  1) Communicate your goals and concerns;   2) Set parameters for financial decision-making; and   3) Build a system that unites your money effectively.

February 24, 2023

12:00p - 1:00p

This event will be held virtually

Let's Talk Money, Honey! Join us on Friday February 24th @ 12:00 Noon

Join Wes Hunter of The Bulfinch Group, via Zoom, for this complimentary seminar. At this seminar, you’ll learn how to:  1) Communicate your goals and concerns;   2) Set parameters for financial decision-making; and   3) Build a system that unites your money effectively.

February 22, 2023

7:00p - 8:00p

The Bulfinch Group

Let's Talk Money, Honey! Join us on Wednesday February 22nd @ 7:00 PM

Join Wes Hunter of The Bulfinch Group, in person, for this complimentary seminar. At this seminar, you’ll learn how to:  1) Communicate your goals and concerns;  2) Set parameters for financial decision-making; and  3) Build a system that unites your money effectively.

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)

Event Registration