Upcoming Events
Join Us for Educational Workshops and Gatherings
We invite you to connect with Boston Wealth Strategies at our upcoming workshops! Join us for engaging sessions designed to enhance your financial knowledge and empower you on your journey toward financial success.
Event Date:
November 14th - 12:30 PM
online
Investing Amid Uncertainty
Join us for a conversation with Chris Fasciano, Senior Portfolio Manager at Commonwealth.
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Nov 7th, 2024 - 09:00 AM
online
Money Moves for High Earners in Technology
Tailored for high earners, this webinar will help you optimize your financial strategy, maximize wealth potential, and manage taxes and equity comp...
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Nov 6th, 2024 - 09:00 AM
online
Smart Savings for Smart Teams: 401(k) Plans in Tech
Learn how to enhance your company’s financial edge, reduce tax impact, and unlock advanced 401(k) strategies to boost your corporate financial health.
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September 11th - 5:30 PM
online
Women, Wealth & Well-Being
Part of our Women's Workshop Series
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January 26th - 5:30 pm
online
Basics of Investing
Part of our Women's Workshop Series
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