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).
- Your wisdom and successes in navigating business in our rapidly changing times
This event is open to BCA Members and their invited guests.
—> Join Zoom Meeting HERE <—
Meeting ID: 227 559 7219
+1 669 900 6833 US
We look forward to seeing you there! If you have questions, please contact Kathleen, 602.799.1617 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.