Upcoming Events

  • Kathleen Burns Kingsbury

    HER Heritage: Breaking Money Silence Across Generations

    05/26/2021  11:00 am - 12:00 pm

    Breaking Money Silence is a can’t miss virtual event for any woman that wants to boost her own confidence about money and investing, or help other special women in her life do the same. Wealth psychology expert, Kathleen Burns Kingsbury, will take us through this very important topic.

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  • Sustainable investing

    Understanding Sustainable Investing

    06/02/2021  2:00 pm - 3:00 pm

    Sammy Azzouz of Heritage Financial and Isabelle Williams of Dimensional Fund Advisors discuss sustainable investing, highlighting key considerations and explaining how you can have a good investment experience while investing in companies engaged in more sustainable business practices.

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  • client shredding event

    Client Shred-It Event, Westwood

    06/05/2021  9:00 am - 12:00 pm

    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 shred 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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  • client shredding event

    Client Shred-It Event, Woburn

    06/12/2021  9:00 am - 12:00 pm

    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 shred event! Join us in an outdoor setting where your documents will be immediately destroyed by Shred-It as you enjoy some breakfast treats.

    Event Details >

Past Events

  • HER Heritage: Planting the Seeds for a Bountiful Harvest

    04/28/2021  7:00 pm - 8:00 pm

    As we work with women to plant the seeds of a strong financial future, we want to take advantage of the promise of warmer days ahead to learn how to literally plant the seeds for a bountiful vegetable garden. We learned the basics of starting and maintaining a thriving vegetable garden from Lifetime Master Gardener, Gretel Anspach.

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