Past Events

Bartholomew & Company welcomes you and a guest to join us for an information session titled:
 

Social Security
Preparing for Retirement

 

Presented by Karen Ireland, Business Development Consultant at MFS Investment Management
 

Heavy appetizers and refreshments will begin at 5:00pm

Presentation will begin promptly at 6:00pm
 

Tuesday, June 11th – 5:00pm to 7:00pm

O’Connors Restaurant

1160 W Boylston Street

Worcester, MA 01606
 

Kindly RSVP by May 24th to:

Ashley Riley | [email protected] | 508.753.8807

370 Main Street, Suite 1000 | Worcester, MA 01608


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 [email protected] 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 [email protected].

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