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Bulfinch VIP Dinner Reception & Wine Tasting

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Charles River Country Club

483 Dedham Street

Newton, MA 02459

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As we celebrate our 25th year in business, this significant achievement provides an opportunity to both reflect on our past and to look forward to our future. As we celebrate, we say “Thank You” to all of our clients and colleagues, both past and present, who have helped us reach this 25-year milestone.

Please join us, in celebration, to hear from Founder and President Seth Medalie, CLU®, ChFC®, to share a few thoughts about where we’ve come from, where we are, and where we’re heading — to be followed by esteemed Global Investment Strategist Timothy Holland, CFA, SVP, Brinker Capital, speak to current market conditions and outlook from a political perspective.

Learn more about the risk and rewards inherent in market volatility, our economic and market outlook for 2019 and insight into our investment views. Tim's investment commentary can be found in various business media, including CNBC, Bloomberg TV, The Wall Street Journal, Investor’s Business Daily and Financial Times.

Join us for international wine pairing with your complimentary dinner as appreciation for your loyalty, trust and commitment over the years.

Date and Time

Location

Charles River Country Club

483 Dedham Street

Newton, MA 02459

View Map

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