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. 

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

September 14, 2023

6:00p - 9:00p

THE HAWTHORNE HOTEL

AN EVENING EVENT WITH THE CABOT TEAM

CLICK ON THE TITLE ABOVE FOR MORE INFORMATION By Invitation Only

September 15, 2022

6:00p - 9:00p

THE HAWTHORNE HOTEL

AN EVENING EVENT WITH THE CABOT TEAM

CLICK ON THE TITLE ABOVE FOR MORE INFORMATION By Invitation Only

August 18, 2022

12:00p - 12:30p

This is an online webinar.

Navigating New Realities in Fixed Income

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May 19, 2022

12:00p - 12:30p

This is an online webinar

Investment Strategies for a Volatile World

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February 17, 2022

12:00p - 12:30p

Online Webinar

State of the Markets

PLEASE CLICK ON TITLE ABOVE FOR MORE INFORMATION

October 7, 2021

6:00p - 7:15p

This is An Online Virtual Event

An Evening with Rob Lutts and the Cabot Team

PLEASE CLICK ON THE TITLE ABOVE FOR EVENT DETAILS.

July 29, 2021

12:00p - 12:30p

This is an Online Event

Educational Savings Strategies for 2021

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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

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January 28, 2021

12:00p - 12:30p

This is an online webinar

Using Trusts as Part of Your Financial Plan

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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