All Events

Discover our upcoming events and join us for an unforgettable experience.

All category 1 category 2

Real Estate as a Wealth Strategy

Apr 29, 2026

6:30 PM - 8:00 PM

Needham Public Library

Founder & Financial Advisor

Real estate can be one of the most powerful tools in your wealth-building toolkit when used strategically.Join us for a…

View Details

Sip & Sign: Book Launch & Office Unveiling Party

Apr 30, 2026

4:30 PM - 8:00 PM

NWS Office 1040 Great Plain Ave., Needham

View Details

The Intentionally Wealthy Woman Masterclass

May 12, 2026

Tuesdays for 6 Weeks, 6:00 PM - 7:00 PM

NWS Office 1040 Great Plain Ave. Needham

View Details

Raising Stewards of Wealth

May 13, 2026

6:30 PM - 8:00 PM

Wellesley Public Library

View Details

Wine & Wisdom – A Private Client Event

May 15, 2026

5:30 PM - 8:00 PM

By Invitation

View Details

Income Engineered: A Modern View of Annuities

Jun 17, 2026

6:30 PM - 8:00 PM

NWS Office 1040 Great Plain Ave., Needham

View Details

Newport Polo Match: A Private Client Event

Jun 27, 2026

3:00 PM - 8:00 PM

By Invitation

View Details

The Savvy Well-Traveled Investor

Jul 22, 2026

6:30 PM - 8:00 PM

Wellesley Public Library

The famous

View Details

Long Term Care: Planning for Independence

Aug 12, 2026

6:30 PM - 8:00 PM

NWS Office 1040 Great Plain Ave., Needham

View Details

Philanthropy & Impact Investing

Aug 19, 2026

1:00 PM - 3:00 PM

Newton Public Library

View Details

1 2

All Events

Real Estate as a Wealth Strategy

Sip & Sign: Book Launch & Office Unveiling Party

The Intentionally Wealthy Woman Masterclass

Raising Stewards of Wealth

Wine & Wisdom – A Private Client Event

Income Engineered: A Modern View of Annuities

Newport Polo Match: A Private Client Event

The Savvy Well-Traveled Investor

Long Term Care: Planning for Independence

Philanthropy & Impact Investing

Call us at:

Email us at: