Past Events

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

“Best Practices and Estate Planning Opportunities with 529 Plans”

PRESENTED BY: J. Patrick Clunan, Manager of the Learning Center, Columbia Threadneedle

DATE: May 7, 2019

TIME: 11:30pm (optional) Networking
          12:00pm Lunch and Presentation (qualifies for 1 hour of CPE credits)

LOCATION: Bartholomew & Company | 370 Main St, Ste 1000, Worcester, MA 01608

Please let us know if you or anyone in your office is interested in attending.  We look forward to hearing from you!

CONTACT: Ashley Riley at ashley@bartandco.com or 508.753.8807

 


CPA Luncheon 101018
 

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

Presentation:
“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 Ashley@bartandco.com.

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