Events

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.

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!

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.

We 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.

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

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:

We 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