June 2023 Gloucester Harbor client and guest appreciation event


2019 Cantemus Client Christmas concert

Cantemus lifted our spirits with their performance of beautiful and joyful Christmas music.Guests then had the opportunity to meet members of Cantemus choir while enjoying delicious holiday cookies and treats. 



2019 Ipswich Brewery Tour


2019 Fidelity Economic update


Summer Client Event at Danvers Summer Concert Series

Featuring 4EverFab, New England’s best Beatles tribute band. We enjoyed conversation and music on the lawn of the Peabody Institute Library in Danvers on a beautiful summer evening.


Summer Wine & Cheese Client Event

Philippe welcomes clients to our summer Wine and Cheese Client Event, with our event sponsor, Rick Meinhardt, V.P., Nationwide. Clients toured Mill River Winery and Vineyard in Rowley, MA, sampled some of their wines and a beautiful array of charcuterie and cheese.


21st Audubon Nature Festival

The Retirement Financial Center helped sponsor the 21st Audubon Nature Festival to benefit the Ipswich River Wildlife Sanctuary. Attendees enjoyed live owl presentations throughout the day, an insect zoo, guided walks, pond explorations, and children’s activities.


Monthly Kaffmandu Client Event

Coffee, scones and conversation at Kaffmandu Coffee Shop, 8 Maple Street in Danvers on the first Wednesday of the month, 2:00-3:00 p.m.