Annual Wealth Management Conference
Our wealth management conference is held annually at the Hawthorne Hotel in downtown Salem, Massachusetts. Clients and attendees are encouraged to register early this full-day event. Attendees choose which sessions to attend as advisors and portfolio managers present investment-themed and wealth management-related topics.
Our educational seminars and workshops provide you with information that helps in making the best decisions for your current situation. Each workshop is conducted in a small group setting so that we can address your specific questions and concerns. We encourage you to register early in order to reserve a seat.