Broker Check

Events

Whether it’s keeping up with trends or discussing other topical subjects, Legacy Financial Advisors, Inc. is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call at (800) 427-9781. We’ll be happy to add you and a guest to our registration list! 

Join our email list to receive weekly newsletters and event updates! 

View our Event Photo Album HERE

Upcoming Events

September 30, 2023

10:00a - 2:00p

Legacy Financial Advisors Inc.

October 14, 2023

10:00a - 2:00p

Legacy Financial Advisors, Inc.

Past Events

September 23, 2023

10:00a - 2:00p

Legacy Financial Advisors Inc

August 9, 2023

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE: July Market Review

Register now for the July Market Review!

July 12, 2023

12:00p - 1:00p

Webinar

June 14, 2023

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE: May Market Review

Register now for the May Market Review!

June 10, 2023

10:00a - 2:00p

Rich Tartarini & Ken Morans office

May 25, 2023

6:00p - 8:00p

Rormaines

May 24, 2023

6:00p - 8:00p

Tomassos

May 18, 2023

5:00p - 8:00p

110 Grill

May 13, 2023

10:00a - 2:00p

Formerly Westwind Financial Now Legacy Financial Advisors Inc

April 29, 2023

10:00a - 2:00p

Legacy Financial Advisors, Inc

April 12, 2023

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE: February Market Review

Register now for the February Market Review!

April 11, 2023

11:45a - 12:45p

Legacy Financial Advisors, Inc.

LEGACY LIVE: Q1 2023 MARKET REVEIW

Register now for the February Market Review!

March 22, 2023

12:00p - 1:00p

George's of Galilee

November 17, 2022

10:30a - 12:30p

Regus - Waltham Centre

Medicare 101 Educational Workshop - Waltham

If you are new to Medicare or need to adjust your current plan, don't feel overwhelmed any longer!

November 9, 2022

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE: October Market Review

Register now for the October Market Review!

October 12, 2022

12:30p - 5:30p

McAuliffe-Shepard Discovery Center

Client Referral Rewards Event 2022

Join the Legacy Team at our Legacy Referral Rewards event this Fall

January 12, 2022

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE: 2021 Year End Market Review

Register now for the 2021 Year End Market Review!

December 16, 2021

6:00p - 8:00p

Legacy Financial Advisors, Inc.

December 8, 2021

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE: Market Review

Register now for the November Market Review!

November 10, 2021

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE: Market Review

Register now for the October Market Review!

October 28, 2021

6:00p - 7:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE - Estate Planning, Beyond the Basics

Register now for our Estate Planning Webinar with Lou Sorgi!

October 23, 2021

10:00a - 2:00p

Legacy Financial Advisors, Inc.

Fall Oktober Shred Fest

Join the Legacy Team at 1500 West Park Drive to shred all your sensitive documents!

October 12, 2021

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE: Market Review

Register now for the September Market Review!

September 8, 2021

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE: Market Review

Register now for the August Market Review!

August 11, 2021

12:00p - 1:00p

Legacy Financial Advisors, INC.

LEGACY LIVE: Market Review

Register now for the June Market Review!

July 28, 2021

12:00p - 1:00p

Legacy Financial Advisors, INC.

LEGACY LIVE: Spotlight on Hartford Funds

Join Legacy Financial Advisors, Inc. for a detailed discussion about dividends with guest speaker...

July 14, 2021

12:00p - 1:00p

Legacy Financial Advisors, INC.

LEGACY LIVE: Market Review

Register now for the June Market Review!

June 23, 2021

12:00p - 1:00p

Legacy Financial Advisors, INC.

LEGACY LIVE: ESG Investing with Trillium Asset Management

Join Legacy Financial Advisors, Inc. for a detailed discussion about ESG investing with guest speaker...

June 2, 2021

12:00p - 1:00p

Legacy Financial Advisors, INC.

LEGACY LIVE: Market Review

Register now for this Market Review!

May 26, 2021

12:00p - 1:00p

Legacy Financial Advisors, INC.

LEGACY LIVE: ESG Investing with Neuberger Berman

Join Legacy Financial Advisors, Inc. for a detailed discussion about ESG investing with guest speaker...

May 12, 2021

12:00p - 1:00p

Legacy Financial Advisors, INC.

LEGACY LIVE: Market Review

Register now for this Market Review!

May 1, 2021

10:00a - 2:00p

Legacy Financial Advisors, Inc.

Shred Fest

Join the Legacy Team at 1500 West Park Drive to shred all your sensitive documents!

April 28, 2021

12:00p - 1:00p

Legacy Financial Advisors, INC.

LEGACY LIVE: ESG Investing with Calvert

Join Legacy Financial Advisors, Inc. for a detailed discussion about ESG investing with guest speaker...

April 14, 2021

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE - Market Review

Register now for this Market Review!

March 24, 2021

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE - Environmental, Social, and Governance Investing

Register now for our ESG Investing webinar!

March 10, 2021

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE - Market Review

Register now for this Market Review!

February 24, 2021

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE - Tax Planning

Registration now for our Tax Planning webinar!

February 10, 2021

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE - Market Review

Register now for this Market Review!

January 27, 2021

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE - Estate Planning

Register now for our Estate Planning Webinar!

January 13, 2021

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE - 2020 Market Review

Register now for our first Market Review of 2021!

December 16, 2020

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE - 2020 Wrap Up

Register now for our LAST webinar of 2020!

December 2, 2020

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE - Market Review

Register Today for our November Market Review with Paul Mauro.

November 25, 2020

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE - Medicare Workshop

Register today! This is our last Medicare Webinar before the end of the AEP!

November 18, 2020

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE - Medicare Workshop

Register today! There are only two webinars left in the AEP!

November 11, 2020

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE - United Medicare Special

Register today for a Medicare Webinar highlighting United Health Care.

November 4, 2020

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE - Market Review

Register today!

October 28, 2020

12:00p - 1:00p

Legacy Financial Advisors, Inc.

October 21, 2020

12:00p - 1:00p

Legacy Financial Advisors, Inc.

October 15, 2020

6:00p - 7:00p

Legacy Financial Advisors, Inc.

October 7, 2020

12:00p - 1:00p

Legacy Financial Advisors, Inc.

September 30, 2020

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE - Market Review

Join Legacy Financial Advisors for another monthly Market Update!

September 23, 2020

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE - One View Tutorial

Register here: https://us02web.zoom.us/webinar/register/WN_MTPEapqGTFme3NFdGqiC1g

September 19, 2020

10:00a - 2:00p

Legacy Financial Advisors, Inc.

Fall Shred Fest

Come to 1500 West Park Drive to shred all your sensitive paperwork, while remaining socially distant!

September 16, 2020

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE - 7 Tips for Grandparents

Join Legacy's Tom Fisher for 7 Tips for Grandparents

September 9, 2020

12:00p - 1:00p

Legacy Financial Advisors

September 2, 2020

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE - The Great Bond Debate

Register Here: https://us02web.zoom.us/webinar/register/WN_kvYulknmTH2KplvtToJsrA

August 26, 2020

12:00p - 1:00p

Legacy Financial Advisors, Inc.

August 19, 2020

12:00p - 1:00p

Legacy Financial Advisors, Inc.

August 5, 2020

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE - Meatballs with Matt

Register here: https://us02web.zoom.us/webinar/register/WN_1nSG11amRlmIDJlZtXIpfA

July 29, 2020

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE with Nationwide

Register Here: https://us02web.zoom.us/webinar/register/WN_3_XJQ9PPRHef6E-3o_wUUg

July 22, 2020

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE - Market Update

Join Legacy Financial Advisors Inc. to view a short video and discuss the current market.

July 15, 2020

12:00p - 1:00p

Legacy Financial Advisors, Inc.

LEGACY LIVE - Beacon Capitol Management

Register Here: https://us02web.zoom.us/webinar/register/WN_UCmbteH1Sn27HfdDfLRMIQ

July 8, 2020

12:00p - 1:00p

Legacy Financial Advisors

July 1, 2020

12:00p - 1:00p

Legacy Insurance Brokers, LLC.

LEGACY LIVE - Long Term Care with Mass Mutual

Register Here: https://us02web.zoom.us/webinar/register/WN_SFcZHkGeRda8IWbtp-1KPw

June 24, 2020

12:00p - 1:00p

Legacy Financial Advisors

June 17, 2020

12:00p - 1:00p

Legacy Financial Advisors

June 10, 2020

2:00p - 5:00p

Seaport World Trade Center

UPDATE: CANCELLED - 2020 Legacy Referral Rewards Cruise

This year we will set out for an afternoon cruise on the Boston Harbor for our clients and the referrals they have given us throughout the year!

June 10, 2020

12:00p - 1:00p

Legacy Financial Advisors

June 3, 2020

12:00p - 1:00p

Legacy Financial Advisors

May 27, 2020

12:00p - 1:00p

Legacy Financial Advisors

May 13, 2020

Legacy Financial Advisors

Long Term Care Planning Webinar

Click here to register for our Long Term Care Planning webinar: https://us02web.zoom.us/webinar/register/WN_F7ZsWuMtQHaLtFwoOT3_eA Do not forget the password: 1500

May 6, 2020

12:00p - 1:00p

Legacy Financial Advisors, Inc.

State of the Market Update with Curtis Ranta from Hartford Funds

Please join Legacy Financial Advisors and our guest speaker Curtis Ranta from Hartford Funds to discuss the market.

May 2, 2020

10:00a - 2:00p

Legacy Financial Advisors, Inc.

April 29, 2020

12:00p - 1:00p

Legacy Financial Advisors, Inc.

CARES Act Webinar

Join us for our webinar covering the CARES Act. Use meeting ID # 980-2016-1595

April 22, 2020

12:00p - 1:00p

Legacy Financial Advisors, Inc.

Safe Options For Your Money Webinar on Zoom

Go to https://zoom.us/join and use meeting ID # 973-0211-9894 to join our Safe Rates Webinar.

April 15, 2020

12:00p - 1:00p

Legacy Financial Advisors, Inc.

Market Review Webinar on Zoom

Join us for a town hall style market review on Zoom!

February 26, 2020

11:00a - 1:00p

Westborough Office Park

February 25, 2020

11:00a - 1:00p

Concord Meadows

February 6, 2020

11:00a - 1:00p

Concord Meadows

February 5, 2020

11:00a - 1:00p

Ferncroft Corporate Conference Room

December 21, 2019

11:00a - 12:00p

Legacy Financial Advisors, Inc.

December 17, 2019

3:30p - 5:30p

Shrewsbury Public Library

Medicare 101 Educational Workshop

Have you been thinking about Medicare? Do you know what options are out there for you regarding Medicare Insurance? Medicare can be complex, but it doesn't have to be. We can help. Before you think about signing up, it is important to learn about the different plans of Medicare. You have choices.

December 8, 2019

10:00a - 1:00p

Double Tree Hotel - Westborough

December 3, 2019

3:30p - 5:30p

Shrewsbury Public Library

Medicare 101 Educational Workshop

Have you been thinking about Medicare? Do you know what options are out there for you regarding Medicare Insurance? Medicare can be complex, but it doesn't have to be. We can help. Before you think about signing up, it is important to learn about the different plans of Medicare. You have choices.

November 15, 2019

11:30a - 3:00p

West Park Drive Office Park

November 14, 2019

6:30p - 8:30p

The Local

November 12, 2019

6:30p - 8:30p

110 Grill

November 7, 2019

6:30p - 8:30p

O'Connors Restaurant & Bar

November 7, 2019

6:30p - 8:30p

Romaine's

November 6, 2019

6:30p - 8:30p

O'Connors Restaurant & Bar

November 6, 2019

6:30p - 8:30p

Romaine's

October 22, 2019

1:30p - 3:30p

West Park Drive Office Park

Medicare 101 Workshop

Have you been thinking about Medicare? Do you know what options are out there for you regarding Medicare Insurance? Medicare can be complex, but it doesn't have to be. We can help. Before you think about signing up, it is important to learn about the different plans of Medicare. You have choices.

October 5, 2019

10:00a - 2:00p

Legacy Financial Advisors, Inc.

Legacy Shred Event

PLEASE JOIN US IN OUR ANNUAL FALL OKTOBERFEST SHREDDING PARTY! BRING ANY OLD DOCUMENTS YOU MAY HAVE AND BRING A GUEST IF YOU’D LIKE, EMAIL CAROLINE TO REGISTER: CKEARNEY@LFSADVISORS.COM OR CALL OUR OFFICE (800) 427-9781

October 3, 2019

6:30p - 8:30p

Tonno Wakefield

October 2, 2019

6:30p - 8:30p

Tonno Wakefield

September 26, 2019

6:30p - 8:30p

The Chateau Restaurant

September 25, 2019

6:30p - 8:30p

The Chateau Restaurant

August 14, 2019

1:00p - 4:00p

Legacy Financial Advisors, Inc.

Financial Recruiting Event

Legacy Financial Advisors, Inc. is hosting a Financial Recruiting Event on Wednesday August 14th, 2019. Two sessions will be held from 9-12 and 1-4 in our Westborough, MA office.

August 14, 2019

9:00a - 12:00p

Legacy Financial Advisors, Inc.

Financial Recruiting Event

Legacy Financial Advisors, Inc. is hosting a Financial Recruiting Event on Wednesday August 14th, 2019. Two sessions will be held from 9-12 and 1-4 in our Westborough, MA office.

June 5, 2019

11:45a - 3:00p

Seaport World Trade Center

2019 Legacy Referral Rewards Cruise

This year we will set out for a daytime cruise on the Boston Harbor for our clients and the referrals they have given us throughout the year!

May 30, 2019

6:30p - 8:30p

Romaine's

May 30, 2019

12:00p - 1:00p

Ferncroft Corporate Centre - Conference Room

Medicare 101 Workshop

Have you been thinking about Medicare? Do you know what options are out there for you regarding Medicare Insurance? Medicare can be complex, but it doesn't have to be. We can help. Before you think about signing up, it is important to learn about the different plans of Medicare. You have choices.

May 23, 2019

6:30p - 8:30p

Chateau Restaurant

May 16, 2019

6:30p - 8:30p

Chateau Restaurant

Stop Buying Long Term Care Insurance

If you have financial issues on your mind constantly, this seminar maybe for you.

May 5, 2018

10:00a - 2:00p

Legacy Shred Event

Legacy Shred Event / Cinco De Mayo Please join us for our annual spring shredding party! Bring any documents you may have to shred and bring a guest if you'd like!! Food, Music and Cinco De Mayo theme!! 1700 West Park Drive (behind building) Westborough, MA 01581 10:00 a.m. - 2:00 p.m.

December 14, 2017

5:30p - 9:30p

DoubleTree by Hilton

2017 Holiday Party

Ring in the holiday season with us at our annual holiday party!

Event Registration