Join us for this Business Clubs America Roundtable Lunch Event, hosted by MassMutual Arizona!
We will meet to create face-to-face introductions through our trusted business development relationships.
We we will delve into your business development initiatives and introduce you to the people that matter most to you and your business!
Be prepared to share:
* An overview of your core business
* What separates you from your competitors, and
* Concrete ways that members can help you (who, specifically would you like to meet?)
This event is open to BCA Members and their invited guests.
Registration is required. Lunch is included.
17550 North Perimeter Drive, Suite 450
Scottsdale, AZ 85255
We look forward to seeing you there!
If you have questions, please contact Kathleen, here.
360° WEALTH MANAGEMENT Investment Consulting · Risk Evaluation · Asset allocation · Portfolio performance analysis · Assessment of the impacts of costs · Impact of taxes on portfolio Advanced Planning · Wealth Enhancement – tax mitigation and cash flow planning · Wealth Transfer – transferring wealth effectively between family generations · Wealth Protection – risk mitigation through legal structures and insurance · Charitable Giving – maximizing the impact to charities as well as tax benefits Relationship Management We manage not only the ongoing planning and progress assessment with clients but also collaborate with a network of professionals and specialists to deliver tailored solutions and ideas to clients.