Community Newsletter: July Updates

As we enter the second half of 2024, our advisors and staff continue to remain busy! Check out some of the activities and events they were involved with this month:

BOSTON, MA

We hosted our second happy hour with members of the Boston Young Professionals Association (BYPA), connecting with fellow entrepreneurs from various industries, sharing insights, and building valuable relationships.

WILMINGTON, VT

Our fastest-growing financial planners spent two days learning from one another in a dynamic outdoor setting. From strategy sessions to an Olympic competition and boating on Lake Whitingham, they took advantage of the summer weather and had lots of fun, too.

BOSTON, MA

Six of our esteemed financial professionals, and partners of the firm, have been honored as 2024 Forbes/SHOOK Top Financial Security Professionals Best-In-State for Massachusetts! This is a remarkable accomplishment that underscores our advisors' expertise, hard work, and dedication.