Financial Planning & Wealth Management Events

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.

When: May 21, 2022, 9:00am - 12:00pm

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.

When: May 25, 2022, 10:00am - 11:00am

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.

When: June 18, 2022, 9:00am - 12:00pm

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,…

When: May 5, 2022

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.…

When: March 3, 2022

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…

When: February 17, 2022

2022 Market Outlook

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

When: January 25, 2022

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…

When: November 9, 2021

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…

When: October 20, 2021

Understanding Sustainable Investing

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

When: June 2, 2021

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…

When: May 26, 2021

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…

When: April 28, 2021

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