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Join us for the recent panel discussion on how advisors have been handling recent events and challenges - isolation policies, market volatility, client contact, marketing and more. Following the panel, outstanding advisor resources...
Join us for the recent panel discussion on how advisors have been handling recent events and challenges - isolation policies, market volatility, client contact, marketing and more. Following the panel, outstanding advisor resources available from BMO Global Asset Management shared by Josh Gilbert. Panel members: Alyssa McNamara Reed, CFP® of McNamara Financial Services, Inc. in Marshfield, MA; Georgia Bruggeman CFP® of Meridian Financial Advisors, LLC in Holliston, MA; Gerald Loftin, JD, CFP® of Proficient Wealth Counselors, LLC in Norwood, MA; & Brian McGivern, CFP®, MBA, EA, Stonestreet Financial, Inc., Stoughton, MA.
