BE PROFESSIONAL • GIVE BACK • HAVE FUN

InsiderThe Bulfinch

Group

160 Gould Street • Suite 310 • Needham, MA 02494 • 781.449.4402 • www.bulfinchgroup.com

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ISSUE 2 • 2019

Opening RemarksWelcome to The Bulfinch Group’s second 2019 edition of The Insider, a glimpse into what it means to be a Bulfincher. Be Professional, Give Back, Have Fun are our guiding principles here at the firm and in this newsletter, you can learn a bit more about our professionalism, commitment to community, and our philosophy of enjoying our time together.

Be ProfessionalProtection Boot Camp

There was standing room only for our Protection Boot Camp/Knowledge Enrichment Series seminar offered to all Bulfinchers. A special thank you to our three inspiring speakers, Joseph Guyton, Jonathan Rosenbaum, and Martin Nachemson, who shared their knowledge and experience regarding the value that they add to their clients’ lives. And special kudos to our Master of Ceremonies, Martin Lowenthal.

Don’s DenBulfinchers and guests recently gathered for a ribbon-cutting for Don’s Den, a special meeting room created in honor of our Director of Operations, Don Gilmore, who passed away last October after a gallant battle against cancer. Don’s Den is a welcoming and comfortable space created for client meetings, team get-togethers and one-on-one conversations with colleagues. The den houses some of our favorite mementos of Don, including his favorite saying “Make it a Great Day” embossed on golf

balls for the putting area in the room. Don’s “rants,” his favorite commentaries on the Dos & Don’ts of office etiquette, are also displayed in the den. Don’s wife Sharon and daughter Allison joined Seth Medalie, President, Tom Harmon, SVP/Partner and Kevin Schneider, EVP/Partner as the officiants for the ribbon-cutting.

From Left to Right: Thomas Harmon, CLU®, ChFC®, Senior Vice President, Partner; Seth Medalie, CLU®, ChFC®, President; and Kevin Schneider, CLU®, Executive Vice President, Partner.

160 Gould Street • Suite 310 • Needham, MA 02494 • 781.449.4402 • www.bulfinchgroup.com

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Give BackBeth Israel Deaconess Hospital Pledge The Bulfinch Group Charitable Foundation and Leslie & Seth Medalie have pledged $100,000 to the Beth Israel Deaconess Hospital - Needham’s new Outpatient Clinical Center. The Cardiology Department’s Reception Desk has been named in honor of the donation. Pictured are members of the Charitable Foundation Board and Leslie & Seth Medalie at the dedication ceremony.

CPR Seminar Numerous Bulfinchers recently participated in a “Family and Friends® CPR” training, learning essential skills related to CPR, the Heimlich maneuver and first aid. This life-saving session was facilitated by the Beth Israel Deaconess Hospital - Needham nurses and the American Heart Association - Massachusetts. CPR saves lives, and all participants feel confident that their newly-acquired CPR skills can be used any day to help save a life.

Have FunAnnual Bowling Bash

A fun time had by all! Bulfinchers enjoyed our annual bowling bash and reveled in the friendly competition. A shout out to our corporate sponsor, BNY Mellon.

Administrative Professionals Day A fun experience for Bulfinchers on Administrative Professionals Day! Artisan bakers at Needham’s French Press Bakery and Cafe showcased the skillful process of creating French macarons. After a delicious lunch, everyone left with a colorful sampling of their most popular macarons. Delish!

Rescheduled Charity Golf Tournament Date!

Our 12th Annual Charitable Foundation Golf Tournament, originally scheduled

for Tuesday, June 11th, was rained out – it’s now rescheduled for Monday, September 16th,

TGC of Sacconnesset, Falmouth. With this reschedule, a few sponsorship

opportunities have opened up. If you or your business is interested in being a sponsor, please visit our golf website at:

https://birdeasepro.com/bulfinchgolftournament/

160 Gould Street • Suite 310 • Needham, MA 02494 • 781.449.4402 • www.bulfinchgroup.com

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Have Fun Continued...Harpoon Brewery A robust crowd turned out for The Bulfinch Group’s “Conversations with the Coach” event at Harpoon Brewery in Boston. All eyes and ears were on Bulfincher and former Division 1 Women’s Basketball Coach Erik Johnson who spoke on the characteristics of being the best version of yourself and strategies for personal and professional growth. The atmosphere was conducive to great conversation and everyone enjoyed tasting Harpoon’s latest beer samples, delicious pretzels and a buffet by Bakers’ Best Catering.

*This award is not issued or endorsed by Guardian or its subsidiaries.

The Bulfinch Group is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. PAS is an indirect, wholly-owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. The Bulfinch Group is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to the activities of The Bulfinch Group Charitable Foundation. 2019-82434 Exp 7/21

2018Andrew Guyton

2017Leigh McCloskey

2016Brian McGrath

2015Yan Katz

2014Dimitry Neyshtadt

Previous 4 Under 40 Award* Recipients:

Associate SpotlightCorey Phillips, RICP®

Financial AdvisorNAIFA-MA’s 4 Under 40 Award*

Congratulations to Corey Phillips, Financial Advisor, The Bulfinch Group, who was awarded the “4 under 40” industry award by the National Association of Insurance and Financial Advisors of Massachusetts (NAIFA MA). Corey’s passion is showing current and prospective clients new and more efficient ways to implement their planning. Corey, we are proud to have you as the sixth Bulfincher to receive this prestigious designation.