All Events

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

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Income Engineered: A Modern View of Annuities

Jun 17, 2026

6:30 PM - 8:00 PM

NWS Office 1040 Great Plain Ave., Needham

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Newport Polo Match: A Private Client Event

Jun 27, 2026

3:00 PM - 8:00 PM

By Invitation

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The Savvy Well-Traveled Investor

Jul 22, 2026

6:30 PM - 8:00 PM

Wellesley Public Library

The famous

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Long Term Care: Planning for Independence

Aug 12, 2026

6:30 PM - 8:00 PM

NWS Office 1040 Great Plain Ave., Needham

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Philanthropy & Impact Investing

Aug 19, 2026

1:00 PM - 3:00 PM

Newton Public Library

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Wine & Wisdom – A Private Client Event

Aug 27, 2026

5:30 PM - 8:00 PM

By Invitation

Sold Out

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Strategic Roth: Converting with Precision

Event Completed

1:00 PM - 3:00 PM

NWS Office 1040 Great Plain Ave., Needham

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Caring with Clarity: Planning for Aging Parents

Event Completed

6:30 PM - 8:00 PM

Needham Public Library

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Sip & Sign: Book Launch & Office Unveiling Party

Event Completed

4:30 PM - 8:00 PM

NWS Office 1040 Great Plain Ave., Needham

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The Intentionally Wealthy Woman Masterclass

Event Completed

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

NWS Office 1040 Great Plain Ave. Needham

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All Events

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

Wine & Wisdom – A Private Client Event

Strategic Roth: Converting with Precision

Caring with Clarity: Planning for Aging Parents

Sip & Sign: Book Launch & Office Unveiling Party

The Intentionally Wealthy Woman Masterclass

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