Radius Wealth

09/10/2026

Lunch & Learn Recap!

Thank you to everyone who joined our team at Radius Wealth Management, T. Rowe Price, and TRA for our recent Fiduciary 101 Lunch & Learn.

We enjoyed connecting with HR, benefits, and finance professionals to discuss fiduciary responsibilities, ERISA litigation trends, and ways to reduce risk.

📸 Take a look at the event highlights and read our recap:
https://radiuswealth.com/blog/a-look-back-at-our-recent-lunch-and-learn

08/18/2026

Fiduciary responsibilities can feel complicated—but they don’t have to be.

Join us for Fiduciary 101: What Plan Sponsors Need to Know, a Lunch & Learn designed to give retirement plan sponsors practical information they can actually use.

We’ll cover fiduciary responsibilities, industry benchmarks, common risks, and steps you can take to better understand and manage your plan.

Plus, attendees will receive a Fiduciary Risk Checklist and 1 CE credit hour.

📅 Thursday, September 3 | 11:30 AM
📍 Ruth’s Chris Steak House | Boston, MA
🍽️ Lunch included
🎓 1 CE Credit Hour
💰 Free to attend

Hear from retirement plan professionals Nate Marsden, Grant Livington, and Christian Von Stackelburg as they break down what plan sponsors need to know.

Space is limited—reserve your spot today! https://www.eventcreate.com/e/smarter-retirement-plans-t

08/05/2026

HR leaders: When was the last time you reviewed your company's retirement plan?

Whether you oversee benefits, sit on a retirement committee, or inherited your organization's 401(k), this complimentary lunch is designed for you.

Walk away with practical tools, industry benchmarks, and a clearer understanding of fiduciary responsibilities—plus earn 1 CE Credit Hour.

We hope you'll join us! https://www.eventcreate.com/e/smarter-retirement-plans-t

07/31/2026

Calling all HR professionals!🥳

As workplace retirement plans become more complex, understanding your fiduciary responsibilities is more important than ever.

Join us for a complimentary educational lunch where you'll gain practical insights into:
• The four core fiduciary responsibilities
• Today's ERISA litigation landscape
• Strategies to help reduce fiduciary risk

Plus, attendees can earn 1 CE Credit Hour.

Register today! https://www.eventcreate.com/e/smarter-retirement-plans-t

07/07/2026

🎶 We're proud to support the Arlington community as a sponsor of the Arlington Chamber of Commerce's Summer Concert Series in Whittemore Park!

🌳☀️There's nothing better than bringing neighbors together for an evening of live music, local connections, and summer fun.

At Radius Wealth Management, we believe investing in our community is just as important as investing in your future.

https://radiuswealth.com/blog/investing-in-community-why-local-connections-matter

06/06/2026

Come see us at Wi******er Town Day!!

06/03/2026

Unexpected expenses are a part of life — whether it’s a medical bill, home repair, or job transition. Having an emergency fund in place can help provide stability and peace of mind when the unexpected happens.

🧐But how much should you actually save?

In our latest blog post, we break down how to determine the right amount for your emergency fund based on your lifestyle, financial goals, and personal situation.

Read more:

How much should you save for unexpected expenses? Learn how to build the right emergency fund for your financial situation with these tips and tricks!

05/04/2026

Retirement often starts with something simple — a quiet morning and nowhere to be.

At first, it feels like a well-earned break.
And then the question comes: Now what?

At Radius Wealth Management, we believe retirement planning goes beyond the numbers. It’s about creating a life you feel confident stepping into.

Learn what to expect in your first year of retirement →
https://radiuswealth.com/blog/first-year-of-retirement-what-to-expect

04/03/2026

Your estate strategy isn’t something you set once and forget. It should evolve as your life does.

😄 Major milestones—like marriage, children, career changes, or shifts in tax law—can all impact how your plan should be structured. Regular reviews help ensure your wishes are still reflected and your loved ones are protected.

In our latest blog, we break down how often you should revisit your estate strategy—and what to look for along the way.

Read more: https://radiuswealth.com/blog/how-often-should-you-update-your-estate-strategy

03/30/2026

Big thanks to the Arlington Chamber of Commerce for hosting this weekend’s Health & Wellness event! We loved meeting and connecting with so many local business owners.