Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.

You're invited to our virtual market updates

Sep 22, 2023 08:00 AM Eastern Daylight Time - Jun 21, 2024 08:30 AM Eastern Daylight Time
Location To Be Determined

Join us for quarterly market updates as we cover the markets and latest news.

Friday, September 22, 2023 | 8–8:30 a.m.
Speaker: Nathan Johnston, Director – Structured Investments
He will be giving a market update and speaking about structured products.

Friday, December 22, 2023 | 8–8:30 a.m.
Speaker: Griffin Geisler, MBA, RICP®, CFP®, Vice President – Wealth Strategist
He will be giving a market update and speaking about social security.

Friday, March 22, 2024 | 8–8:30 a.m.
Speaker: Josh Mendelson, External Consultant, Credit and Liquidity Solutions
He will go over our credit and lending products.

Friday, June 21, 2024 | 8–8:30 a.m.
Speaker: Dan Sullivan, CFP®, ChFC® Wealth Strategist – Private Wealth Services
He will give a market update and talk about tax planning in 2025.

Listen by phone at (877) 310-7479
Access code: 730 147 588


Marshfield Associates Shareholders Meeting; How being different and disciplined adds value

Oct 03, 2023 05:00 AM Eastern Daylight Time - Oct 03, 2023 07:00 AM Eastern Daylight Time
Woodland Country Club 11897 Washington Street Auburndale, MA , 02466

Join us to hear from Marshfield Associates and how it is their strong belief that they need to be as different as possible from the market in ways that add value.

Lunchtime Webex on the Secure Act 2.0 with Internal Wealth Strategist, Dan Sullivan

Apr 26, 2023 12:00 PM Eastern Daylight Time - Apr 26, 2023 01:00 PM Eastern Daylight Time
Location To Be Determined

The SECURE 2.0 Act was signed into law in late 2022, delivering dozens of new retirement, qualified charitable distribution,  529 college savings plan, and estate tax provisions.

Join us for a lunchtime WebEx on the SECURE act 2.0 with Internal Wealth Strategist, Dan Sullivan for a brief recap of the latest tax and legislative changes for 2023 and beyond. 

Please RSVP to Jacqui at