Join us every second Tuesday of the month to hear our talks. Each event covers a new topic—sometimes it’s a money-related topic, and other times it’s not. We have speakers ranging from health and wellness to financial planning, taxes, and so much more. We bring in subject matter experts to share their knowledge and experiences in an intimate setting, which allows for open discussion. Follow our Events page to keep up-to-date with the schedule of upcoming talks. You can also click on our past events to get our takeaways and listen to podcasts. We look forward to seeing you!


February 9, 2021 12:00 pm
Come Back To Love During The Time of Covid

We are so excited to have Robyn Vogel back to lead our February 9th event, Come Back To Love During The Time of Covid.


This event will be held via Zoom

March 9, 2021 12:00 pm
Investing with Purpose

We are extremely excited to have Sarah Hinman leading our March 9th Empower Women event, Investing with Purpose.


This event will be held via Zoom

April 13, 2021 12:00 pm
The Affordability of Elder Care

We are very excited to have Quentara Costa, CFP® back to host our April 13th event, The Affordability of Elder Care.


This event will be held via Zoom


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Lexington, MA 02421
Phone: (781) 860-7745
Fax: (781) 862-4392

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