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Upcoming Events

Client Shred-It Event – Westwood

Routinely destroying your sensitive documents is a great start to preventing identity theft and fraud. And shredding is one of the most secure methods of disposal.

We are pleased to invite clients of Heritage Financial to join us at a FREE shredding event! Join us in an outdoor setting where your documents will be immediately destroyed by Shred-It as you enjoy some breakfast treats.

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Social Security Planning-Get What You Deserve

Learn 5 strategies for maximizing the potential of your Social Security future. The decisions you make can have a tremendous bearing on the total amount of benefits you stand to receive over your lifetime.

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Client Shred-It Event – Woburn

Routinely destroying your sensitive documents is a great start to preventing identity theft and fraud. And shredding is one of the most secure methods of disposal.

We are pleased to invite clients of Heritage Financial to join us at a FREE shredding event! Join us in an outdoor setting where your documents will be immediately destroyed by Shred-It as you enjoy some breakfast treat

Read More

Past Events

How to Navigate the College Search & Application Process Stress-Free

Listen in for an overview of the college process, including financial aid.  You’ll learn when to get the process started,…

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Tell Your Money What to Do: How Women Can Be Financially Prepared for the Unexpected

Ninety percent of women will find themselves solely responsible for their own financial security at some point in their life.…

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Stealth Taxes May Cost You At Tax Time

Stealth taxes fly under the radar. They have nothing to do with your tax bracket, and many taxpayers are unaware…

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2022 Market Outlook

Chief Investment Officer, Bob Weisse, CFA, CFP®, shared our expectations for stock and bond markets in 2022 and thoughts on…

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What’s Next for the Recovery and Bull Market?

Global stocks have seen double-digit gains thus far despite concerns about inflation, potential Federal Reserve tightening, new spending programs from…

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Is the Window for Selling My Business Closing?

It’s been a seller’s market for business owners for the last 10+ years. For those looking to sell, is the…

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Understanding Sustainable Investing

Sammy Azzouz of Heritage Financial and Isabelle Williams of Dimensional Fund Advisors discuss sustainable investing, highlighting key considerations and explaining…

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HER Heritage: Breaking Money Silence Across Generations

Breaking Money Silence is for any woman that wants to boost her own confidence talking about money and investing, or…

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HER Heritage: Planting the Seeds for a Bountiful Harvest

As we work with women to plant the seeds of a strong financial future, we want to take advantage of…

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