BWA Annual Networking Meeting / Wellesley - Thurs 1/30/2020
Thursday, January 30, 2020
12:30p - 2:00p EST
At our Wellesley, MA office with lunch. (*see web link & the attached menu for lunch choices)
Organizer:Balance Wealth Advisors firstname.lastname@example.org
Presenter:David Allen - CRPC, CLTC
We invite 100+ of the professionals that our clients currently work with 2 times per year so that we can do a better job for our mutual clients. We believe that professionals who interact with and know each other will do a more comprehensive and thus better job for clients. Please tell your CPA or Attorney that we will be reaching out to them. You can forward this link directly to them. You should want and expect this from the professionals that you pay for advice. Tell them to mark their calendar. Lunch is included/provided from a local deli.
To preview the lunch menu on-line click below.
**Be specific and your lunch will be on our conference tables with your name on it when you arrive**. Think efficiency.
or let Amy know what you would like for lunch - 781-772-2470 or email@example.com
Compliance approval: 1-733969/1-741248
We are happy to give our clients your business card.....please feel free to bring some of your cards to our networking meetings. This is conference room #4 of 5.
We ask every client who they work with and ask "Is this someone you would recommend that we refer other clients to?"