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.

Location:
 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

Phone
+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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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
Email: kmalone@bcaphoenix.com

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