Past Events

CPA Luncheon 101018

Bartholomew & Company, a premier financial advisory firm with headquarters in Worcester, MA, is pleased to now offer CPA Continuing Education Events.

“8,000 Days to Retirement” presented by Hartford Funds

Thank you to Mike Lynch and Curtis Ranta of Hartford Funds for presenting MIT AgeLab’s “8,000 Days” seminar at our first CPA Continuing Education event in our newly renovated offices. Thank you to all who attended! Please join us for our next presentation for CPE credit, “King Lear, ‘Tony Soprano’ and the Lessons of Wealth Transfer” on Tuesday, December 4. To register, please email

Presentation :
“King Lear, ‘Tony Soprano’ and the Lessons of Wealth Transfer" presented by Ruben Gonzalez, Retirement Director, Janus Henderson Investors