Exclusive Client Events

~ Events exclusively for clients are held throughout each year. These events exemplify the close connections that we have with our clients. They are excellent venues for learning interesting information and are a lot of fun, too! ~

Prudence Pie Party at Verrill Farm in Concord, MA - November 2023


Prudence Financial Economic Update at Seasons 52 in Chestnut Hill, MA - October 2023

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Prudence Pie Party at Verrill Farm in Concord, MA - November 2022

Prudence Financial Economic Update at Longfellow's Wayside Inn in Sudbury, MA - October 2022

Prudence Celebrates 36! at The Federal in Waltham, MA - June 2022

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

 

Prudence Pie Party at Verrill Farm in Concord, MA - October 2021

    

 

5th Annual Prudence Financial Economic Update at 29 Rustic Mediterranean – November 2019

Economic Update at Seasons 52 – November 2017

   

   

   

   


Chocolate and Wine Tasting at Chocolate Therapy in Framingham – October 2017

   

Economic Fall Update at Capital Grille – September 2017

   

   

   


Getting Out of Your Own Way: Mind Over Money – September 2017

   

   


Prudence Financial's Ladies Lunch in Plymouth – September 2017


Prudence Financial at the Boston Estate Planning Counsel Gala – May 2017

   

Prudence Financial Economic Update – November 2016

    

    

Prudence Celebrates 30 Years – August 2016

    

Prudence Celebrates 30 Years – June 2016

    

  

Economic Update: Past, Present, & Future! – November 2015

   

Holistically Speaking: Financially and Beyond – September 2015

    

Flourish Beyond 50 – Judy Griffin & Theresa Rosen - April 2015


Holiday Lunch 2014

  

Ladies' Luncheon – September 2014

  

  

Private Client Event