Client Appreciation Events

We believe our relationships with clients should also extend outside financial conversations. As a team, Beyond Finance hosts various appreciation events throughout the year that allow us to share unique and fun experiences, and let our clients get to know each other.

Take a look at some of our past events. We look forward to having you join us in the future and become part of our Beyond Finance Memories!

Virtual Speaker Series

The COVID-19 pandemic has temporarily changed the way we normally hold client events. Instead of in-person, we recently went virtual:

Emily Roland, CIMA Co-Chief Investment Strategist at John Hancock Investment Management, delivered an Economic Update and her thoughts on 2021.

Know anyone heading to college soon? We do, too!

Gregg Cohen, founder and president of Campus Bound, provided some tips and considerations for those about to navigate the Higher Education journey.

Matt Kansy, RD , Michael Thompson, PhD, and Dr. Kevin Elko were speakers during our Three-Part event focusing on Health & Wellness in January, February, & March 2021:

Apple Picking & Barbeque event held at Lookout Farm in Natick, MA

Clients, friends, & family spent a gorgeous fall day in New England apple picking, eating lunch, touring the Cider Brewery, and creating lasting memories.

October 5, 2019

Client appreciation event at Create A Cook in Newton Highlands, MA

We had so much fun last year, that we did it again- this time cooking Asian-inspired dishes!

December 9, 2017

Creation and Celebration at Create a Cook in Newton Highlands, MA

We enjoyed a fun evening of hands-on cooking Italian cuisine and celebrating the holiday season with clients and friends.

December 10, 2016

Culinary Main Streets & Back Roads of New England

Featuring WCVB Channel 5 Correspondent Ted Reinstein (Clickto watch a clip of the event)

November 2015

An Evening of Comedy

Featuring Comedian Jim Colliton (Clickto watch a clip of the event)

September 2014

Boston Chef’s Table

Featuring Chefs Andy Husbands, Jeremy Sewall and Christopher Coombs (Click to watch a clip of the event).

October 2013

Become a Barbeque Pit Master

Featuring Pit Masters and Chefs Andy Husbands and Chris Hart (Click to watch a clip of the event).

June 2011

The Royal Chef

Featuring the former private chef to Diana, Princess of Wales (Click to watch a clip of the event).

October 2008