Broker Check

Events

Upcoming Events

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 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 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.  

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.  

Past Events

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

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 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 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