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Cabot Events

Cabot in the Community

On Wednesday, May 15th, 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.



Educational Programs

Our educational seminars and workshops provide you with information that helps in making the best decisions for your current situation. Each workshop is conducted in a small group setting so that we can address your specific questions and concerns. We encourage you to register early in order to reserve a seat.