Join us for this special Roundtable Lunch Event Hosted by MassMutual AZ | DFG Private Client Group

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.

 Zoom Online Video Conference
BCA Roundtable Featuring MassMutual AZ

Time: May 7, 2020 11:15 AM Arizona

—>  Join Zoom Meeting HERE <—

Meeting ID: 227 559 7219
Password: 444888

+1 669 900 6833 US
Password: 444888

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.

Contact: Matt Lowery, email, 480.352.4838 Website

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20200507T 1130 20200507T 1300 America%2FPhoenix Join%20us%20for%20this%20special%20Roundtable%20Lunch%20Event%20Hosted%20by%20MassMutual%20AZ%20%7C%20DFG%20Private%20Client%20Group Online
LOCATION: Online DATE: Thursday May 07, 2020 TIME: 11:30 am - 01:00 pm FOR MORE INFORMATION:

Contact: Kathleen Malone
Phone: 602.799.1617

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