MetroWest Professional Advisors Spring Kickoff Event – March 30th
Join the Foundation for MetroWest’s Professional Advisor Leadership Council (PALC) for its first networking event of the year on Thursday, March 30th from 4:30-6:30pm at Lookout Farm in Natick.
Learn about trends in philanthropy and charitable strategies to share with your clients, hear about the Foundation’s areas of focus for 2023, and network with your peers.
Special thanks to our event series sponsor
Our PALC works closely with the Foundation to advance its mission, while increasing awareness about the needs of the MetroWest community so advisors can better address their clients’ philanthropic goals. Council members include leading professionals from a variety of professions; estate attorneys, accountants, financial planners, wealth advisors, and insurance professionals.
Members of the PALC see the promotion of philanthropy as one of the more meaningful aspects of their practice. Four times a year the PALC hosts educational and social events for the broader MetroWest professional advisor community. These events promote philanthropic conversations between advisors and their clients, while building greater awareness for the Foundation’s mission.
To see a full list of PALC members visit the Leadership page.
Please RSVP by Friday, March 24
For additional information about the PALC or our advisor networking series contact Renee Quinn at [email protected].
Save the Date: 2023 MetroWest Advisor Series Upcoming Events
Thursday, March 30 – 4:30 PM: Lookout Farm Spring Kickoff Event
Thursday, April 27 – 9:00 AM: Spring Inspiration Breakfast*
Thursday, June 22 – 8:30 AM: Natick Historical Society Site Visit/Networking
Thursday, August 24 – 4:30 PM: Danforth Art Museum Site Visit/Networking
Thursday, September 27 – 4:30 PM: Community Leadership Reception*
Friday, October 27 – (all day): ONEmetrowest Volunteer Day
Thursday, November 30 – 8:30 AM: Waltham Boys & Girls Club Site Visit/Networking