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We've been busy during the last six months volunteering at events and attending professional development conferences. In this short article, we wanted to share what we've been up to and how you can get involved.

The Barron's Women Summit
Kate Alves was invited to attend the Barron's Women Summit, held in West Palm Beach, Florida. This conference is invitation only and brings together America's top women advisors to connect, share ideas, and grow professionally.


Rhode Island Foundation
Whitney Holland and Lauren Lennahan attended the Annual Meeting for the Rhode Island Foundation. Founded in 1916, The Rhode Island Foundation is the only community foundation in Rhode Island and the largest funder of Rhode Island's nonprofit sector. It was an inspiring evening, hearing about the positive impact this organization has had on the Rhode Island community. To learn more about the Rhode Island Foundation and the projects they have underway, click here.



Financial Forum hosted by First Trust
Kate Alves and Liz Garvey attended a Financial Forum hosted by First Trust at Fenway Park. The event featured their Chief Economist, Brian Wesbury, sharing his insights and perspectives on equity markets and key economic drivers.


Network For Teaching Entrepreneurship
For the last several years, Kate Alves, Liz Garvey, and Beth Parker have been heavily involved in a program called Network For Teaching Entrepreneurship (NFTE). NFTE is an organization that helps youth from under-resourced communities gain valuable entrepreneurship and business skills. Kate, Liz, and Beth volunteer as judges at NFTE events and were most recently part of the New England regional competition. To learn more about NFTE or to support their work, please visit their website.


Estate Planning Council Luncheon
Whitney Holland and Beth Parker attended a luncheon hosted by the Estate Planning Council of Cape Cod, where the Cape Code Foundation presented on Donor Advised Funds & Planning for Charity. The Cape Cod Foundation is a community foundation which acts as a vehicle for linking community resources with community needs of the people of Cape Cod. The Cape Cod Foundation currently manages more than 250 individual charitable funds and has approximately $61.5 million in total assets. To learn more about their work and to get involved, please click here.



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