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Schedule - Concord, MA

11amWelcome

Start your day with us over coffee or tea and some insights as we kick off the event.

12pmLunch

Indulge in a complimentary lunch while engaging with our advisers.

1pmNew Harbor Presentation

John Llodra and Michael Preston discuss the market, precious metals, and more!

2pmLive Q&A

Ask Adam Taggart and the New Harbor Financial team about their investment strategies, market insights, and any other relevant topics.

3pmOptional Private Historical Tour

Join us for a private historical walking tour of Concord. Led by a professional guide, this tour will trace Concord’s rich history from its first settlers, through its central role in the Revolutionary War, the Transcendental movement, the remarkable impact of Concord’s many not so “Little Women”, and much more.

Speakers

John Llodra Partner

John is a founding principal of New Harbor Financial Group and a CERTIFIED FINANCIAL PLANNER™ professional. Prior to forming New Harbor, John worked as a Financial Advisor with UBS Financial Services. Over the first decade of John’s career, he held hands-on and senior roles at a diverse range of companies including UBS Investment Bank, Enron, Navigant Consulting, and Stone & Webster Management Consultants.

Michael Preston Partner

Mike is a founding principal of New Harbor Financial Group. Prior to forming New Harbor, he was a Financial Advisor with UBS Financial Services (formerly PaineWebber). Mike is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to becoming a financial advisor, Mike worked as a chemical engineer. He holds a master’s degree in business from Bryant College and a bachelor’s degree in chemical engineering from Worcester Polytechnic Institute.

Justin Griffin Investment Adviser

Justin started his career in financial services with Dundee Wealth Management in Guelph, ON. Canada. After five years of building and managing a practice with a senior partner he made the move to Massachusetts. Before joining New Harbor Financial Group in late 2011, Justin spent two years with TD Bank as a Financial Service Representative. Justin studied economics at the University of Guelph, he holds a Life/Health license and is Series 65 registered.

Adam Taggart Thoughtful Money Founder

Adam Taggart is the founder of Thoughtful Money, where your wealth = our #1 focus. Thoughtful Money was created to educate & empower regular investors just like you build wealth to fund their life goals. We do this by interviewing the top experts in money & the markets to give you actionable advice on how to protect & grow your wealth.

Location Information

  • Concord's Colonial Inn
  • 48 Monument Square, Concord, MA, 01742 US
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Concord's Colonial Inn offers a wide range of activities to enrich your stay. Explore historic sites such as Louisa May Alcott’s Orchard House and the Old North Bridge, or visit local attractions like the Concord Museum, Walden Pond, and Minute Man National Historical Park. Enjoy shopping on Main Street, experience live theater, or tour the Revolutionary Grounds. There are also plenty of fitness activities, including trails, bike rentals, and yoga studios.

Registration Information

  • Register before this discount ends.

Billing Information

  • Visa
  • Mastercard
  • American Express
  • Discover
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