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Client Appreciation Events

We would like to thank all of our clients and associates, as always, for being a part of our practice and allowing us the privilege of helping you achieve your financial goals and intentions. As a thank you to our clients, we enjoy hosting appreciation events throughout the year that allow us to share unique and fun experiences, and let our clients get to know each other.

Take a look at some of our past events. We look forward to having you join us in the future!

Virtual Speaker Series

The COVID-19 pandemic has temporarily changed the way we normally hold client events.  Instead of in-person, we recently went virtual with three separate Health & Wellness speakers in January, February, & March 2021:

Apple Picking & Barbeque event held at Lookout Farm in Natick, MA

Clients, friends, & family spent a gorgeous fall day in New England apple picking, eating lunch, touring the Cider Brewery, and creating lasting memories.

October 5, 2019  

Client appreciation event at Create A Cook in Newton Highlands, MA

We had so much fun last year, that we did it again- this time cooking Asian-inspired dishes!

December 9, 2017





Creation and Celebration at Create a Cook in Newton Highlands, MA

We enjoyed a fun evening of hands-on cooking Italian cuisine and celebrating the holiday season with clients and friends. 

December 10, 2016


Culinary Main Streets & Back Roads of New England

Featuring WCVB Channel 5 Correspondent Ted Reinstein (Click to watch a clip of the event)

November 2015

An Evening of Comedy

Featuring Comedian Jim Colliton (Click to watch a clip of the event)

September 2014

Boston Chef’s Table

Featuring Chefs Andy Husbands, Jeremy Sewall and Christopher Coombs (Click to watch a clip of the event).

October 2013

Become a Barbeque Pit Master

Featuring Pit Masters and Chefs Andy Husbands and Chris Hart (Click to watch a clip of the event).

June 2011

The Royal Chef

Featuring the former private chef to Diana, Princess of Wales (Click to watch a clip of the event). 

October 2008