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Cabot Past Events

Asset Allocation Strategies for Your Financial Plan

Asset Allocation Strategies for Your Financial Plan

May 27, 2021

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Highlights of 2021 Investing

Highlights of 2021 Investing

March 25, 2021

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Using Trusts in Your Financial Plan

Using Trusts in Your Financial Plan

January 28, 2021

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Year-End Planning for Maximizing Tax Savings

Year-End Planning for Maximizing Tax Savings

Thursday, November 5, 2020

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Cabot Wealth Management 2020 Fall Conference. An Online Evening Event with Rob Lutts and the Cabot Team. 

Cabot Wealth Management 2020 Fall Conference. An Online Evening Event with Rob Lutts and the Cabot Team. 

Thursday, October 8, 2020

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Attractive Investment Themes for 2020-2021

Attractive Investment Themes for 2020-2021

Thursday, August 27, 2020

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<span>State of the Markets and Asset Allocation</span>

State of the Markets and Asset Allocation

Thursday, June 25, 2020

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Thursday, January 30, 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

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.