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Events

Birchwood News - December 2017

Submitted by Birchwood Financial Partners on December 14th, 2017

In the December edition of Birchwood News, an invitation to join us for an open house on Thursday, January 25th. Also, we know estate planning can often be an uncomfortable discussion for many.  Advisor Kay Kramer discusses the topic to help provide clarity to help you feel prepared for your first visit with an attorney. Last, see what the team has been up to in our After Hours/Staying Sharp section.

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You're Invited - Navigating the College Process

Submitted by Birchwood Financial Partners on October 4th, 2017

7 Insider Tips to Save Money & Stress

Join us on Monday, November 27 from 5:00 to 7:00 pm to learn insider tips to navigate the complicated college process, reduce stress, potentially save significant money and reduce the overall cost of college!

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You're Invited - Proactive vs. Reactive: What is Your Giving Profile

Submitted by Birchwood Financial Partners on April 4th, 2017

Please join us on Wednesday, May 10 from 5 to 6:30pm for a discussion led by local philanthropic advisor Robyn Schein about creating and honing gift strategies that work for you. We will explore how to align core values with charitable giving and share ideas and creative approaches for meaningful and effective philanthropy.

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Birchwood Newsletter - November 2016 Edition

Submitted by Birchwood Financial Partners on November 14th, 2016

Newsletter Page OneWe hope you enjoy our most recent newsletter. Included you will find some tax changes for you to consider before 2016 closes, tips for paying for college and our most recent blogs from our advisors talking about why they love to travel to how they choose their words to live intentionally.

We would like to call your attention to the most recent Market Insight where Steve discusses the perennial debate about whether passive or active investing is the superior methodology. Read here.

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  • Education Planning
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  • Tax Strategy
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Birchwood Newsletter - September 2016 Edition

Submitted by Birchwood Financial Partners on September 14th, 2016

Newsletter First Page

We hope you enjoy our most recent newsletter. In our fall issue, we explore the Achieving a Better Life Experience (ABLE) Act,  how your Birchwood Team is working to meet cybersecurity challenges as well as an update on how our staff are staying sharp and staying busy after hours. 

We hope to see you in November, to help pack hygiene kits and hear from a representative from House of Charity.

Sincerely,
Your Birchwood Team

 

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Climate Reality Presentation

Submitted by Birchwood Financial Partners on June 7th, 2016

Birchwood welcomed Janet Brown for a presentation about Climate Reality to our clients and friends. Janet is the Associate Director for Climate, Generation, A Will Steger Legacy. Janet provided some links as follow-up to our discussion:

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Birchwood Newsletter - June 2016 Edition

Submitted by Birchwood Financial Partners on June 7th, 2016

Front Page of NewsletterWe hope you enjoy our most recent newsletter. Our team has been busy writing articles/blogs on topics that take a look at a variety of different subjects through the lens of money. Check out our Birchwood Blog Roll below for our most recent blogs.

We hope to see you in August for our annual golf tournament.

Sincerely,
Your Birchwood Team

 

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Categories

  • Bridget Handke (10)
  • Cash Flow and Budgeting (9)
  • Charitable Giving (5)
  • Damian Winther (4)
  • Dana Brewer (5)
  • Education Planning (6)
  • Events (7)
  • Family (5)
  • Financial planning (5)
  • Frequently Asked Questions (3)
  • Investment Management (27)
  • Kay Kramer (8)
  • Legacy Planning (4)
  • Market Insight (17)
  • Newsletter (8)
  • Recognition (5)
  • Resources (5)
  • Retirement (3)
  • SRI (8)
  • Steve Dixon (22)
  • Tax Strategy (5)
  • Travel (3)
  • Women and Money (6)

 

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