Events

Thank you for registering for an Evening Event with Rob Lutts and the Cabot Team. Here is the Agenda for the evening: 6:00 to 6:30 PM - Registration in the hotel lobby/please check-in at our registration table. 6:30 to 8:00 PM - Drinks and Hors D'oeuvres in the Grand Ballroom. Welcome Remarks from Jim Gasparello. Presentations from the Wealth Management Team (Developing a Well-Rounded Financial Plan) and the Investment Management Team (What Factors Do We Look For to Identify Great Growth Companies?/Behind the Curtain of Portfolio Construction/The Dynamic Landscape of Bonds) and Closing Remarks from Rob Lutts (Top Five Reasons to be Optimistic About 2023 and Beyond). 8:00 to 9:00 PM - Networking Reception in Grand Ballroom with more drinks and hors d'oeuvres.

You are invited to a RingCentral webinar. When: Aug 18, 2022 12:00 PM tz.US/Eastern Topic: Navigating New Realities in Fixed Income Please click the link below to join the webinar: https://webinar.ringcentral.com/j/1491759955?pwd=L2pZbkoya09sTjB1cDJIL3haUmxXQT09 Password: Cabot Or iPhone one-tap : US: +1(773)2319226,,1491759955# (US North) +1(312)2630281,,1491759955# +1(470)8692200,,1491759955# (US East) +1(646)3573664,,1491759955# +1(346)9804201,,1491759955# +1(469)4450100,,1491759955# (US South) +1(623)4049000,,1491759955# (US West) +1(650)2424929,,1491759955# +1(720)9027700,,1491759955# (US Central) +1(213)2505700,,1491759955# Or Telephone: Dial(for higher quality, dial a number based on your current location): US: +1(773)2319226 (US North) +1(312)2630281 +1(470)8692200 (US East) +1(646)3573664 +1(346)9804201 +1(469)4450100 (US South) +1(623)4049000 (US West) +1(650)2424929 +1(720)9027700 (US Central) +1(213)2505700 Webinar ID: 149 175 9955 International numbers available: https://webinar.ringcentral.com/teleconference

Thank you for registering for our webinar. When: May 19, 2022 12:00 PM tz.US/Eastern Topic: Investment Strategies for a Volatile World Please click the link below to join the webinar: https://webinar.ringcentral.com/j/1474464764?pwd=c2RQL2xXM1RRejVkZWgzME5zLzdyUT09 Password: Cabot Or iPhone one-tap : US: +1(470)8692200,,1474464764# (US East) +1(646)3573664,,1474464764# +1(773)2319226,,1474464764# (US North) +1(312)2630281,,1474464764# +1(720)9027700,,1474464764# (US Central) +1(213)2505700,,1474464764# +1(346)9804201,,1474464764# +1(469)4450100,,1474464764# (US South) +1(623)4049000,,1474464764# (US West) +1(650)2424929,,1474464764# Or Telephone: Dial(for higher quality, dial a number based on your current location): US: +1(470)8692200 (US East) +1(646)3573664 +1(773)2319226 (US North) +1(312)2630281 +1(720)9027700 (US Central) +1(213)2505700 +1(346)9804201 +1(469)4450100 (US South) +1(623)4049000 (US West) +1(650)2424929 Webinar ID: 147 446 4764 International numbers available: https://webinar.ringcentral.com/teleconference

You are invited to a RingCentral webinar. When: Feb 17, 2022 12:00 PM tz.US/Eastern Topic: State of the Markets 2022 Please click the link below to join the webinar: https://webinar.ringcentral.com/j/1460136479?pwd=WG9WandJU0JvNEpYa2EzT1YyV1k2Zz09 Password: Cabot Or iPhone one-tap : US: +1(773)2319226,,1460136479# (US North) +1(312)2630281,,1460136479# +1(470)8692200,,1460136479# (US East) +1(646)3573664,,1460136479# +1(623)4049000,,1460136479# (US West) +1(650)2424929,,1460136479# +1(720)9027700,,1460136479# (US Central) +1(213)2505700,,1460136479# +1(346)9804201,,1460136479# +1(469)4450100,,1460136479# (US South) Or Telephone: Dial(for higher quality, dial a number based on your current location): US: +1(773)2319226 (US North) +1(312)2630281 +1(470)8692200 (US East) +1(646)3573664 +1(623)4049000 (US West) +1(650)2424929 +1(720)9027700 (US Central) +1(213)2505700 +1(346)9804201 +1(469)4450100 (US South) Webinar ID: 146 013 6479 International numbers available: https://webinar.ringcentral.com/teleconference

Hi there, You are invited to a RingCentral webinar. When: Oct 7, 2021 06:00 PM tz.US/Eastern Topic: Cabot Wealth Management Annual Conference_2021 Please click the link below to join the webinar (You will be in listen mode only): https://webinar.ringcentral.com/j/1481540570?pwd=ZVdITUF6K2lXT0lPUTdXbkZ0TEZRZz09 RingCentral Webinar ID: 148 154 0570 Password: Cabot Or iPhone one-tap : US: +1(470)8692200,,1481540570# (US East) +1(646)3573664,,1481540570# +1(773)2319226,,1481540570# (US North) +1(312)2630281,,1481540570# +1(346)9804201,,1481540570# +1(469)4450100,,1481540570# (US South) +1(623)4049000,,1481540570# (US West) +1(650)2424929,,1481540570# +1(720)9027700,,1481540570# (US Central) +1(213)2505700,,1481540570# Or Telephone: Dial(for higher quality, dial a number based on your current location): US: +1(470)8692200 (US East) +1(646)3573664 +1(773)2319226 (US North) +1(312)2630281 +1(346)9804201 +1(469)4450100 (US South) +1(623)4049000 (US West) +1(650)2424929 +1(720)9027700 (US Central) +1(213)2505700 Webinar ID: 148 154 0570 International numbers available: https://webinar.ringcentral.com/teleconference

You are invited to a RingCentral webinar by Cabot Wealth Management. When: Jul 29, 2021 12:00 PM Eastern Time (US and Canada) Topic: Educational Savings Strategies for 2021 Please click the link below to join the webinar: https://webinar.ringcentral.com/j/1495002823?pwd=OVdxODFsZnloektBRWczV2JZSWhtUT09 Password: Cabot Or iPhone one-tap : US: +1(470)8692200,,1495002823# (US East) +1(646)3573664,,1495002823# +1(773)2319226,,1495002823# (US North) +1(312)2630281,,1495002823# +1(720)9027700,,1495002823# (US Central) +1(213)2505700,,1495002823# +1(346)9804201,,1495002823# +1(469)4450100,,1495002823# (US South) +1(623)4049000,,1495002823# (US West) +1(650)2424929,,1495002823# Or Telephone: Dial(for higher quality, dial a number based on your current location): US: +1(470)8692200 (US East) +1(646)3573664 +1(773)2319226 (US North) +1(312)2630281 +1(720)9027700 (US Central) +1(213)2505700 +1(346)9804201 +1(469)4450100 (US South) +1(623)4049000 (US West) +1(650)2424929 Webinar ID: 149 500 2823 International numbers available: https://webinar.ringcentral.com/teleconference

Hi there, You are invited to a RingCentral webinar. When: May 27, 2021 12:00 PM Eastern Time (US and Canada) Topic: Asset Allocation Strategies For Your Financial Plan Please click the link below to join the webinar: https://webinar.ringcentral.com/j/1495404852?pwd=M05ZWm5TcXNhS1JFMFNnK2FWR3BZQT09 Password: Cabot Or iPhone one-tap : US: +1(312)2630281,,1495404852# +1(470)8692200,,1495404852# +1(646)3573664,,1495404852# +1(773)2319226,,1495404852# +1(469)4450100,,1495404852# +1(623)4049000,,1495404852# +1(650)2424929,,1495404852# +1(720)9027700,,1495404852# +1(213)2505700,,1495404852# +1(346)9804201,,1495404852# Or Telephone: Dial(for higher quality, dial a number based on your current location): US: +1(312)2630281 +1(470)8692200 +1(646)3573664 +1(773)2319226 +1(469)4450100 +1(623)4049000 +1(650)2424929 +1(720)9027700 +1(213)2505700 +1(346)9804201 Webinar ID: 149 540 4852 International numbers available: https://webinar.ringcentral.com/teleconference

You are invited to a RingCentral webinar by Cabot Wealth Management. When: Mar 25, 2021 12:00 PM Eastern Time (US and Canada) Topic: Highlights of 2021 Investing Please click the link below to join the webinar: https://webinar.ringcentral.com/j/1487031566?pwd=YVozOHFTTUJZRkdob3lVeXVLQmtFdz09 Password: Cabot Or iPhone one-tap : US: +1(773)2319226,,1487031566# (US North) +1(312)2630281,,1487031566# +1(470)8692200,,1487031566# (US East) +1(646)3573664,,1487031566# +1(346)9804201,,1487031566# +1(469)4450100,,1487031566# (US South) +1(623)4049000,,1487031566# (US West) +1(650)2424929,,1487031566# +1(720)9027700,,1487031566# (US Central) +1(213)2505700,,1487031566# Or Telephone: Dial(for higher quality, dial a number based on your current location): US: +1(773)2319226 (US North) +1(312)2630281 +1(470)8692200 (US East) +1(646)3573664 +1(346)9804201 +1(469)4450100 (US South) +1(623)4049000 (US West) +1(650)2424929 +1(720)9027700 (US Central) +1(213)2505700 Webinar ID: 148 703 1566 International numbers available: https://webinar.ringcentral.com/teleconference

You are invited to a RingCentral webinar from Cabot Wealth Management When: Jan 28, 2021 12:00 PM Eastern Time (US and Canada) Topic: Using Trusts as Part of Your Financial Plan Please click the link below to join the webinar: https://webinar.ringcentral.com/j/1499534703?pwd=OXlhNE1hK0kxUnJEVHlpRG9ac2Nxdz09 Password: Cabot Or iPhone one-tap : US: +1(773)2319226,,1499534703# (US North) +1(312)2630281,,1499534703# +1(470)8692200,,1499534703# (US East) +1(646)3573664,,1499534703# +1(720)9027700,,1499534703# (US Central) +1(213)2505700,,1499534703# +1(346)9804201,,1499534703# +1(469)4450100,,1499534703# (US South) +1(623)4049000,,1499534703# (US West) +1(650)2424929,,1499534703# Or Telephone: Dial(for higher quality, dial a number based on your current location): US: +1(773)2319226 (US North) +1(312)2630281 +1(470)8692200 (US East) +1(646)3573664 +1(720)9027700 (US Central) +1(213)2505700 +1(346)9804201 +1(469)4450100 (US South) +1(623)4049000 (US West) +1(650)2424929 Webinar ID: 149 953 4703 International numbers available: https://webinar.ringcentral.com/teleconference

Please use the following link to join our webinar: https://webinar.ringcentral.com/j/1494547046?pwd=dmVSOGd3SDZyOVovOXJvaGhrS0hGUT09 Password: Cabot Note: If you are having difficulty with the link on Firefox, please try using Chrome or Edge browsers.

Use this link to join the webinar: https://webinar.ringcentral.com/j/1499097703?pwd=UG4yWldDWVdwM2dHRjFwcVJNdmM2UT09 Password: Cabot Note: If you are having difficulty with the link on Firefox, please try using Chrome or Edge browsers. If you are unable to join by video and need to call in, here are some phone numbers you can use: Or iPhone one-tap : US: +1(470)8692200,,1499097703# (US East) +1(646)3573664,,1499097703# +1(773)2319226,,1499097703# (US North) +1(312)2630281,,1499097703# +1(623)4049000,,1499097703# (US West) +1(650)2424929,,1499097703# +1(720)9027700,,1499097703# (US Central) +1(213)2505700,,1499097703# +1(346)9804201,,1499097703# +1(469)4450100,,1499097703# (US South) Or Telephone: Dial(for higher quality, dial a number based on your current location): US: +1(470)8692200 (US East) +1(646)3573664 +1(773)2319226 (US North) +1(312)2630281 +1(623)4049000 (US West) +1(650)2424929 +1(720)9027700 (US Central) +1(213)2505700 +1(346)9804201 +1(469)4450100 (US South) Webinar ID: 149 909 7703

Access link will be emailed to participants prior to the event.

Thank you for registering for this event. We will send you an email with an online link for you to use before June 25th.