by Boston Financial Management | Nov 1, 2021 | Events
On October 20th, Boston Financial Management hosted a live webinar titled Preparing for an Evolving Tax Landscape. Please note that this webinar discusses the status of the recent tax proposals as of October 20, 2021. Since this date, President Biden has proposed a...
by Boston Financial Management | May 26, 2021 | Events
On May 18, 2021 Boston Financial Management hosted a live webinar titled Looking Back and Planning Forward: 2021 Market Outlook. Joining K.C. King, Wealth Manager at BFM, was Liz Ann Sonders, Senior Vice President, and Chief Investment Strategist at Charles Schwab. If...
by Boston Financial Management | Mar 22, 2021 | Events
On March 11th, 2021, Boston Financial Management hosted a live webinar titled Talking Stocks: The Power of Investing with Conviction. The event was hosted by Tim Farina, CFA, Research Analyst and Tim Robinson, CFA, Research Analyst. Abby Psyhogeos, Managing Director...
by Boston Financial Management | Oct 8, 2020 | Events
On September 24th, Boston Financial Management hosted a live webinar titled Taking Control of Your Financial Planning. The discussion was led by Kathy Sablone, JD, AEP®, Director of Wealth Planning and Laurie Novak, CFP®, Wealth Manager. KC King, CFA, CIC, Managing...
by Boston Financial Management | Jun 16, 2020 | Events
On June 11, 2020 Boston Financial Management met virtually for a market update with Chief Investment Officer, Brad M. Weafer, CFA. Brad discussed the latest market outlook and the overall impact of the current...
by Boston Financial Management | Nov 8, 2019 | Events
Clients and friends of Boston Financial Management joined us on Wednesday, November 6, 2019, for lunch and a curator led tour of Peabody Essex Museum’s new exhibition, “A Passion for American Art: Selections from the Carolyn and Peter Lynch Collection”. This was a...
