Broker Check

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients and prospects. 

We have scheduled a series of virtual/online events for 2021. Email us at info@ecabot.com if interested or register below.

Upcoming Events

July 29, 2021

12:00p - 12:30p

This is an Online Event

Past Events

May 27, 2021

12:00p - 12:30p

This is an Online Event

Asset Allocation Strategies For Your Financial Plan

(Click on title above for more details). Join Cabot Advisors Tyler Swaim and Alex Castrichini as they discuss asset allocation strategies for your financial planning.

March 25, 2021

12:00p - 12:30p

This is an Online Event

Highlights of 2021 Investing

Click on title above for more information

January 28, 2021

12:00p - 12:30p

This is an online webinar

Using Trusts as Part of Your Financial Plan

CLICK ON TITLE ABOVE FOR EVENT DETAILS

November 5, 2020

12:00p - 1:00p

This is an online event.

Year-End Planning for Maximizing Tax Savings

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October 8, 2020

7:00p - 8:15p

This is an online event

August 27, 2020

12:00p - 1:00p

This is an online webinar. After registering you will receive an email with login details closer to event date.

Attractive Investment Themes for 2020-2021 Webinar

CLICK ON TITLE ABOVE FOR EVENT DETAILS. Please join us for our next Educational Series webinar "Attractive Investment Themes for 2020-2021" with speakers Rob Lutts, President and Chief Investment Officer, and Craig Goryl, Senior Portfolio Manager, with a brief introduction from Matt Heath, Wealth Advisor.

June 25, 2020

12:00p - 1:00p

This is an online/virtual event

State of the Markets and Asset Allocation

CLICK ON THE TITLE ABOVE FOR MORE DETAILS

Event Registration