Community Newsletter: May Updates

As the weather warmed up, so did our activities! This month, our advisors and staff had the pleasure of participating in a variety of exciting events, including:

BOSTON, MA

We hosted our annual Staff Development Day, an opportunity for our staff to come together to evaluate how we can enhance our service to advisors. Check out a recap of the day on LinkedIn.

BOSTON, MA

We stepped up to the plate and swung for the fences during a rematch softball game with Baystate Financial at Fenway Park.

WALTHAM, MA

We enjoyed getting together for our annual Spring Symposium, where we hosted Alison Weiss, the Q5 Experience, Jeff Morin, and CFG presenters. Our advisors delved into critical topics, from advanced planning ideas to navigating change, ensuring they are at the forefront of industry developments. We ended the action-packed day with a happy hour at The Painted Burro!