Professional Advisors Networking at Natick Historical Society

Join the Foundation for MetroWest’s Professional Advisor Leadership Council (PALC) at the newly re-opened Natick Historical Society, a 2022 Foundation for MetroWest Arts & Culture Grant Partner.

View their exhibits and hear from Executive Director, Niki LeFebvre about the importance of historical societies in our community.

  • 8:30-9:00am – Networking and light breakfast
  • 9:00-9:30am – Presentation by Natick Historical Society, a ’22 Arts & Culture Grant Partner
  • 9:30-10:00am – Exhibit exploration and networking

Who Should Attend:

  • Professional advisors looking to increase their awareness of philanthropic opportunities in MetroWest Boston to better serve their clients.
  • Clients of our professional advisor network members who are passionate about the arts & culture sector and/or who are philanthropically inclined.

About the PALC:

Our PALC works closely with the Foundation to advance its mission, while increasing awareness about the needs of the MetroWest community so advisors can better address their clients’ philanthropic goals. Council members include leading professionals from a variety of professions: estate attorneys, accountants, financial planners, wealth advisors, and insurance professionals.

Members of the PALC see the promotion of philanthropy as one of the more meaningful aspects of their practice. Four times a year the PALC hosts educational and social events for the broader MetroWest professional advisor community. These events promote philanthropic conversations between advisors and their clients, while building greater awareness for the Foundation’s mission.

To see a full list of PALC members visit our Leadership page. For additional information about the PALC or our advisor networking series please contact Lee Gagen, Director of Development and Leadership Giving, at [email protected].

The 2023 MetroWest Advisor Series is Presented by Bowditch Attorneys.