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Broker Check

Events

Compliance approval 1-847245 4/29/2019

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients and the other professionals that they work with.  Along the way, we like to have some fun, too.  If any of the events below look interesting, please click on the event and "Register" via our website.  We will be happy to add you to our guest list and look forward to seeing you soon.

 

Upcoming Events

BWA Annual Networking Meeting / Wellesley - Tuesday (10/5/2021) 2:45pm-3:45pm.

October 5, 2021 2:45p - 3:45p Eastern Standard Time

Via ZOOM

We invite 100+ of the professionals that our clients currently work with to network via ZOOM 2 times per year so that we can do a better job for our mutual clients. We believe that professionals who interact with and know each other will do a more comprehensive and thus better job for clients. Please tell your CPA or Attorney that we will be reaching out to them. You should want and expect this from the professionals that you pay for advice. Tell them to mark their calendar. Compliance approval: 1-05075892

Cocktail Reception at The Waterman Grille in Providence, RI -Friday (10/8/2021) 2pm-5pm.

October 8, 2021 2:00p - 5:00p Eastern Standard Time

The Waterman Grille

Please join us at The Waterman Grille located in Providence, RI. You can be surrounded by beautiful views and beautiful people inside a historic 1871 gatehouse perched on the Seekonk River, Waterman Grille presents a vibrant culinary experience on Providence’s East Side. We really love this space as it truly highlights the dramatic and romantic character of such a great historical building. We will have great food, cocktails and ambience.

Virtual Market Insight - Market Volatility #12 via Zoom on Thursday (10/14/2021) 6pm-7pm.

October 14, 2021 - December 16, 2021 6:00p - 7:00p Eastern Standard Time

Virtual Market Insight - Market Volatility #12 via Zoom Thursday, September 16th at 6pm EST

Virtual Market Insight - Market Volatility #12 via Zoom Thursday, October 14th at 6pm EST Given the market turbulence we have seen the past several months, we have been taking a close look at our portfolios to make sure they are positioned to weather this environment. We would like to invite you to join us Thursday evening October 14th at 6pm for a discussion on the state of the market. This is an opportunity to ask questions and share information. **This is our 12th update.  We conduct these via Zoom so everyone is able to join us safely. 

BWA Annual Networking Meeting / Wellesley - Thurs 1/27/2022 - 2:15pm-3:15pm

January 27, 2022 2:15p - 3:15p Eastern Standard Time

Via ZOOM

We invite 100+ of the professionals that our clients currently work with to network via ZOOM 2 times per year so that we can do a better job for our mutual clients. We believe that professionals who interact with and know each other will do a more comprehensive and thus better job for clients. Please tell your CPA or Attorney that we will be reaching out to them.  You can forward this link directly to them. You should want and expect this from the professionals that you pay for advice. Tell them to mark their calendar. 

Past Events

Come Sail Away with BWA - Friday (8/27/2021) 12pm-5pm.

August 27, 2021 12:00p - 5:00p Eastern Standard Time

Marina Pub located at 3 Marina Plaza, Goat Island - Newport RI

Enjoy the beautiful sunset in Newport Friday, August 27th 3pm - 5pm  The sunset cruise is from 3-5pm. We will have refreshments and snacks on board as well. We will meet ahead of time, anytime between  12-3pm at Marina Pub located at 3 Marina Plaza, Goat Island - Newport RI.  This provides all plenty of time to arrive and be ready for the sail.  Parking is also easy.  Space is Limited, so this is a first come / first serve event Climb aboard the Schooner Aurora, an 101-foot pilot schooner for an evening of fun and relaxation.

Cocktail Reception at The Boat House Waterfront in Tiverton - Friday (7/30/2021) 2pm-4pm.

July 30, 2021 2:00p - 4:00p Eastern Standard Time

Boat House Waterfront

We would love to have you join us for a relaxing summer afternoon where you can enjoy some delicious cocktails and hors d'oeuvres from the private outdoor patio that overlooks the foot of Mt. Hope Bay.  Absolutely beautiful sunsets!  We would love to have you join us, bring a friend if you choose and enjoy the summer afternoon! When: Friday, July 30th at 2pm - 4:00pm

Virtual Vodka Tasting With Award-Winning V-One

May 5, 2021 5:00p - 6:00p Eastern Standard Time

Virtually - You can enjoy from wherever you choose via ZOOM

Please join us for our first Virtual Vodka Tasting Event featuring Ty Law, NFL Hall of Fame Member and partner of V-One Vodka and Paul Kozub Founder. This is a fun event that you can do from the comfort and safety of your own home and drink away with BWA! We hope you can join us as we think this will be a very fun and hopefully interactive event for all to enjoy wherever you may be. Please RSVP to : Amy O’Connell to hold your place and you will receive the ZOOM instruction and cocktail instructions prior to May 5th. Any Questions, please don’t hesitate to ask.

Virtual Cyber Security Insight Presentation - Tuesday, April 13th 6-7PM EST

April 13, 2021 6:00p - 7:00p Eastern Standard Time

VIRTUAL PRESENTATION VIA ZOOM

Cyber Security Presentation: Personal Security Insights With David Allen of Balance Wealth Advisors and Ryan Mckee of Fidelity Please join us for a Virtual Cyber Security Insight on Tuesday, April 13th from 6-7pm EST Cybersecurity is more important than ever since the COVID-19 pandemic. We want to review new threats and detail ways you should address them. Cyber incidents are consistently ranked at the top of business concerns, and it’s easy to see why: According to one estimate, the global cost of cybercrime will rise to $6 trillion a year by the end of 2021. And this was before the COVID-19 pandemic disrupted businesses worldwide and offered new opportunities for hackers and bad actors. We will cover the following Key Personal Security Topics: The pandemic has created the perfect amount of fear, uncertainty, doubt, and chaos.

Virtual Market Insight - Market Volatility #10 on Thursday (02/11/2021) 6pm-7pm.

February 11, 2021 6:00p - 7:00p Eastern Standard Time

Virtual Update to the State of the Market Via Zoom

Virtual Update to the State of the Market Via Zoom Given the market turbulence we have seen the past several months, we have been taking a close look at our portfolios to make sure they are positioned to weather this environment. We would like to invite you to join us Thursday evening December 3rd at 6pm for a discussion on the state of the market. This is an opportunity to ask questions and share information. **This is our 9th update - our last one was in October (10/1). We conduct these via Zoom so everyone is able to join us safely.

Virtual Market Insight - Market Volatility #9 (12/3/2020) 6PM EST

December 3, 2020 6:00p - 7:00p Eastern Standard Time

Virtual Update to the State of the Market Via Zoom

Given the market turbulence we have seen the past several months, we have been taking a close look at our portfolios to make sure they are positioned to weather this environment. We would like to invite you to join us Thursday evening December 3rd at 6pm for a discussion on the state of the market. This is an opportunity to ask questions and share information. **This is our 9th update - our last one was in October (10/1).  We conduct these via Zoom so everyone is able to join us safely.  ** Compliance approval 1-05075918

Virtual Wine Tasting with Former NFL Quarterback - Drew Bledsoe

November 18, 2020 7:00p - 9:00p Eastern Standard Time

Virtual Wine Tasting at your home

We wanted to provide an opportunity for ALL of our clients to participate in an event with us during these unprecedented times. We realize that so many people have been restricted in various ways and we want to hopefully bring a smile or at minimum a glass of wine to your doorstep. We also are thrilled to be able to share in an event with our clients outside of Massachusetts. For former NFL quarterback Drew Bledsoe, owning a winery has been a longtime aspiration that would allow him to combine his passion for fine wine and the love of the Walla Walla Valley.

BWA Networking Meeting/ Wellesley Thurs 10/8/2020 12:30pm-2pm

October 8, 2020 12:30p - 1:30p Eastern Standard Time

**ZOOM meeting**

**ZOOM meeting** We invite 100+ of the professionals that our clients currently work with 2 times per year so that we can do a better job for our mutual clients. We believe that professionals who interact with and know each other will do a more comprehensive and thus better job for clients. Please tell your CPA or Attorney that we will be reaching out to them.  You can forward this link directly to them. You should want and expect this from the professionals that you pay for advice. Tell them to mark their calendar. Lunch is included/provided from a local deli. Compliance approval: 1-733969/1-741248 / 1-807197

Virtual Wine Tasting with BWA

October 6, 2020 7:00p - 9:00p Eastern Standard Time

Virtual Wine Tasting at your home

We wanted to provide an opportunity for ALL of our clients to participate in an event with us during these unprecedented times.  We realize that so many people have been restricted in various ways and we want to hopefully bring a smile or at minimum a glass of wine to your doorstep.  We also are thrilled to be able to share in an event with our clients outside of Massachusetts. ️

Virtual Market Insight - Market Volatility # 8 (10/01/2020) 5:30PM EST

October 1, 2020 5:30p - 6:30p Eastern Standard Time

Virtual Update to the State of the Market Via Zoom

Given the market turbulence we have seen the past several months, we have been taking a close look at our portfolios to make sure they are positioned to weather this environment. We would like to invite you to join usThursday evening, October 1st at 5:30pm  for a discussion on the state of the market. This is an opportunity to ask questions and share information. **This is our 8th update - our last one was on June 4th We conduct these via Zoom so everyone is able to join us safely ** Compliance approval 1-962119

BWA Annual Networking Mtg Providence - (Tues) 9/29/2020 from 1pm-2pm

September 29, 2020 1:00p - 2:00p Eastern Standard Time

Via ZOOM we will send out invite links as we get closer to the date.

**We will be doing via ZOOM.** Networking and connecting with our client's other advisors is important to us. The goal is to connect and do a better job for mutual clients. **Moved from 4/28/2020 based on Covid-19** We invite 25+ of the professionals that our clients currently work with 2 times per year so that we can do a better job for our mutual clients. We believe that professionals who interact with and know each other will do a more comprehensive and better job. Please tell your CPA or Attorney that we will be reaching out to them. You should want and expect this from the professionals that you pay for advice. Tell them to mark their calendar. Compliance Code 1-05035071

Cocktail Reception at The Boat House Waterfront in Tiverton - Friday, August 28th 2pm-??

August 28, 2020 2:00p - 4:30p Eastern Standard Time

Boat House Waterfront

We would love to have you join us for a relaxing summer afternoon where you can enjoy some delicious cocktails and hors d'oeuvres from the private outdoor patio that overlooks the foot of Mt. Hope Bay.  Absolutely beautiful sunsets!  We would love to have you join us, bring a friend if you choose and enjoy the summer afternoon! When: Friday, August 28th at 2pm  - 4:30pm. We would love to see you there and encourage you to take a stroll on the pier, watch the sailboats go by and the sun go down, all complimented with your favorite cocktail and a delicious bite.  RSVP by clicking on the link any questions you can call Amy at 781-772-2470 or email her at amy@balancewealthadvisor.com

Come Sail Away with BWA - Enjoy the beautiful sunset in Newport Friday, July 31st 3pm - 5pm

July 31, 2020 12:00a - 6:00p Eastern Standard Time

Marina Cafe & Pub

We would love to escort you on a breathtaking excursion aboard the most elegant yachts in the local Newport fleet, Schooner Aurora The perfect Friday afternoon event in Newport and a great start to the weekend.  We plan on meeting our guests between 12pm - 3pm at the Marina Cafe & Pub on Goat Island in Newport.  We will have food and drinks before we board aboard a 101-foot sailing yacht.  The sunset cruise is from 3-5pm.  We will have refreshments and snacks on board as well. When: Friday, July 31  12-3pm Marina Pub  /  3-5pm Sunset Cruise Where: 3 Marina Plaza, Goat Island - Newport RI Space is Limited, so this is a first come / first serve event Climb aboard the Schooner Aurora, an 101-foot pilot schooner for an evening of fun and relaxation.

BWA Annual Networking Mtg Providence - (Tues) 6/9/2020 from 12pm-2pm

June 9, 2020 12:00p - 2:00p Eastern Standard Time

At our office in Providence, RI with lunch. (*see web link & the attached menu for lunch choices) or via ZOOM if needed

**We will do via ZOOM if things have not settled down by then.**  Networking and connecting with our client's other advisors is important to us. THe goal is to connect and do a better job for mutual clients. **Moved from 4/28/2020 based on Covid-19** We invite 25+ of the professionals that our clients currently work with 2 times per year so that we can do a better job for our mutual clients. We believe that professionals who interact with and know each other will do a more comprehensive and better job. Please tell your CPA or Attorney that we will be reaching out to them. You should want and expect this from the professionals that you pay for advice. Tell them to mark their calendar. Lunch is included from a local deli (Geoff's normally). Please let Amy know what you would like. Compliance Code 1-807197

Market Insight - Market Volatility #7 (6/4/2020)

June 4, 2020 6:15p - 7:15p Eastern Standard Time

On-line via Facebook "Live" or Zoom

Given the market turbulence we have seen the past few months, we have been taking a close look at our portfolios to make sure they are positioned to weather this environment. We would like to invite you this Thursday evening for a discussion on the state of the market. This is an opportunity to ask questions and share information. **This is our 7th update - we plan to have them every 2 weeks until things settle down.** Compliance approval 1-962119

Market Insight - Market Volatility #6 (5/21/2020)

May 21, 2020 6:15p - 7:15p Eastern Standard Time

On-line via Facebook "Live" or Zoom

Given the market turbulence we have seen the past few months, we have been taking a close look at our portfolios to make sure they are positioned to weather this environment. We would like to invite you this Thursday evening for a discussion on the state of the market. This is an opportunity to ask questions and share information. **This is our 6th update - we plan to have them every 2 weeks until things settle down.** Compliance approval 1-962119

Market Insight - Market Volatility #5 (5/7/2020)

May 7, 2020 6:15p - 7:15p Eastern Standard Time

On-line via Facebook "Live" or Zoom

Given the market turbulence we have seen the past few months, we have been taking a close look at our portfolios to make sure they are positioned to weather this environment. We would like to invite you this Thursday evening for a discussion on the state of the market. This is an opportunity to ask questions and share information. **This is our 5th update - we plan to have them every 2 weeks until things settle down.** Compliance approval 1-962119

Market Insight - Market Volatility #4 (4/23/2020)

April 23, 2020 6:15p - 7:15p Eastern Standard Time

On-line via Facebook "Live" or Zoom

Given the market turbulence we have seen the past few months, we have been taking a close look at our portfolios to make sure they are positioned to weather this environment. We would like to invite you this Thursday evening for a discussion on the state of the market. This is an opportunity to ask questions and share information. **This is our 4th update - we plan to have them every 2 weeks until things settle down.** Compliance approval 1-962119

Market Insight - Market Volatility #3

April 9, 2020 6:15p - 7:15p Eastern Standard Time

On-line via Facebook "Live" or Zoom

Given the market turbulence we have seen the past few weeks, we have been taking a close look at our portfolios to make sure they are positioned to weather this environment. We would like to invite you this Thursday evening for a discussion on the state of the market. This is an opportunity to ask questions and share information. **This is our 3rd update - we plan to have them every 2 weeks until things settle down.** Compliance approval 1-962119

Market Insight - Market Volatility #2 6:15pm - 7:15pm

March 26, 2020 6:15p - 7:30p Eastern Standard Time

**NOW ZOOM or call in/video ** was Paparazzi - Wellesley, MA - **Location is changing based on all restaurants being closed for 2 weeks**

Where:     Changed to Zoom and call in/video  First time ever.  Direct from our big conference room in Wellesley, MA. Bridge conference call as well. When:        Thursday, March 26th Time:         6:15pm – 7:30pm Given the market turbulence we have seen the past few weeks, we have been taking a close look at our portfolios to make sure they are positioned to weather this environment. We would like to invite you this Thursday evening for a discussion on the state of the market. This is an opportunity to ask questions and share information. Compliance approval 1-962119

Annual Kick Off Meeting for the Walk to End Homelessness at Family Promise Monday 3/9/2020

March 9, 2020 6:30p - 8:30p Eastern Standard Time

Family Promise Metrowest

Looking forward to the Annual Family Promise Kick Off Meeting on Monday, March 9th 2020 at  6:30 PM at their Resource Center in Natick. Located at: 6 Mulligan Street, Natick MA 01760 This is a great opportunity to not only learn more about the Annual Walk and ways to contribute, but also about the many great things that Family Promise does for people in our local communities each and every day. We would love to see new faces join us.   Food is provided by Paparazzi Compliance Code 1-935500

BWA Annual Networking Meeting / Wellesley - Thurs 1/30/2020 - 12:30pm-2pm

January 30, 2020 12:30p - 2:00p Eastern Standard Time

At our Wellesley, MA office with lunch. (*see web link & the attached menu for lunch choices)

We invite 100+ of the professionals that our clients currently work with 2 times per year so that we can do a better job for our mutual clients. We believe that professionals who interact with and know each other will do a more comprehensive and thus better job for clients. Please tell your CPA or Attorney that we will be reaching out to them. You should want and expect this from the professionals that you pay for advice. Tell them to mark their calendar. Lunch is included from a local deli. Compliance approval: 1-733969/1-741248

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