Join us for this Special Round Table Lunch Event Hosted by MassMutual AZ | DFG Private Client Group, February 10th

You’re invited to join us!

Be prepared to share three minutes about:

  • Your core business

  • What separates you from your competitors

  • Concrete ways that members can help you (what is your ideal customer profile).
  • To whom you most desire a personal introduction!

This event is open to BCA Members and their invited guests.

Location:
MassMutual Arizona
17550 N Perimeter Dr. Suite 450
Scottsdale, AZ 85255


We look forward to seeing you there!

If you have questions, please contact Jim Perrine, 480-209-9156 or email here!

ABOUT MassMutual AZ :


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.

Contact: Matt Lowery, matt@dfgadvisors.com, 480.352.4838 Website

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MassMutual+Arizona
LOCATION: MassMutual Arizona DATE: Thursday February 10, 2022 TIME: 11:30 am - 01:00 pm FOR MORE INFORMATION:

Contact: Kathleen Malone
Phone: 602.799.1617
Email: kmalone@bcaphoenix.com

Only logged-in members can see this.

MassMutual Arizona, North Perimeter Drive, Scottsdale, AZ, USA

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