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!
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View our Event Photo Album HERE
Upcoming Events
March 22, 2023
12:00p - 1:00p
George's of Galilee
April 29, 2023
10:00a - 2:00p
Legacy Financial Advisors, Inc
May 13, 2023
10:00a - 2:00p
Formerly Westwind Financial Now Legacy Financial Advisors Inc
Past Events
March 8, 2023
12:00p - 1:00p
Legacy Financial Advisors, Inc.
LEGACY LIVE: February Market Review
Register now for the February Market Review!
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.
LEGACY LIVE - Medicare AETNA Special
Register Today!
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
Romaine's
November 7, 2019
6:30p - 8:30p
O'Connors Restaurant & Bar
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!