Supporting the NEHGS Summer Dinner Featuring Barbara Lynch
Welch & Forbes is proud to announce our support as a benefactor for the New England Historic Genealogical Society’s Summer Dinner taking place at the St. Botolph Club on Thursday, July 26, 2018.
The dinner features James Beard Award–winner and Relais & Châteaux Grand Chef Barbara Lynch. Since opening No. 9 Park in 1998, she has created 6 more unique restaurants in Boston.
Barbara has received many honors as one of the leading chefs and restaurateurs in Boston and beyond. The event is outlined for a reception at 5:30pm, followed by a dinner and presentation at 7:00pm.
Click here for further information on Barbara Lynch and the event.
Once again, we are proud to support an institution like the NEHGS who holds dear the care and respect towards comprehensive family history research and legacy services.
If you have questions about this benefactor support or other subjects, contact Ed Sullivan, Vice President, at 617-557-9800 or esullivan@welchforbes.com.
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Includes our √ Initial Consultation √ Portfolio X-Ray© √ Estate Plan Review √ Financial Plan
Initial Consultation
A person-to-person discussion with a Portfolio Manager to explore your goals and investment objectives with a primary focus on your:
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Documents needed: Current portfolio statements.
*There is no fee for the Initial Consultation or Portfolio X-Ray© for prospective clients. Portfolio X-Ray© is a Morningstar product that Welch & Forbes maintains a license for its use.
Estate Plan Review
A confidential review of your estate plan documents by a practicing Trust & Estate lawyer in light of current law and your personal situation. Review includes:
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*There is no obligation to use reviewing counsel for any updates or revisions.
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Documents needed: Completed Financial Analysis Questionnaire.
*There is no fee for the Initial Consultation or Portfolio X-Ray© for prospective clients. Portfolio X-Ray© is a Morningstar product that Welch & Forbes maintains a license for its use. The Estate Plan Review and Financial Plan are provided only to clients.
