2021 Fall Conference
October 7, 2021
An Online Evening Event with Rob Lutts and the Cabot Team
Educational Savings Strategies for 2021
July 29, 2021
Asset Allocation Strategies for Your Financial Plan
May 27, 2021
Highlights of 2021 Investing
March 25, 2021
Using Trusts in Your Financial Plan
January 28, 2021
Year-End Planning for Maximizing Tax Savings
Thursday, November 5, 2020
Cabot Wealth Management 2020 Fall Conference. An Online Evening Event with Rob Lutts and the Cabot Team.
Thursday, October 8, 2020
Attractive Investment Themes for 2020-2021
Thursday, August 27, 2020
State of the Markets and Asset Allocation
Thursday, June 25, 2020
Thursday, January 30, 2020
Matt Heath, Tyler Swaim, and Steve Davis discussed tax strategies for maximizing tax savings and how the SECURE Act impacts retirement plans.
Thursday, June 20, 2019
Matt Heath, Tyler Swaim and Steven Ross discussed and explored: Tax Efficiency, Withdrawal Strategies and the savings vehicles available to prepare for an enjoyable retirement.
Cabot in the Community
On Wednesday, May 15th, 2019 Cabot Wealth Management was proud to sponsor the “Reality Fair” event that Salem High School seniors participated in. Students were given simulated incomes based on the fields they will pursue after graduation. They were tasked with budgeting their finances while being led through common expenses young adults incur. From housing, transportation, food and clothing to discretionary and unforeseen expenses, students had to make smart financial decisions.
Cabot in the Community
Cabot attended the North Shore Chamber of Commerce Business EXPO on March 14th, 2019. Rob Lutts was one of the speakers at the breakfast.
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 for this event.
Portfolio managers present investment-themed and wealth management-related topics.
