BWA Annual Networking Mtg Providence - (Tues) 6/9/2020 from
Tuesday, June 09, 2020
12:00p - 2:00p EST
At our office in Providence, RI with lunch. (*see web link & the attached menu for lunch choices) or via ZOOM if needed
**We will do via ZOOM if things have not settled down by then.** Networking and connecting with our client's other advisors is important to us.
**Moved from 4/28/2020** We invite 25+ 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 better job. Please tell your CPA or Attorney that we will be reaching out 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 from a local deli (Geoff's normally).
Please click on the link below to review the lunch menu.
PDF version Lunch Menu
**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 RSVP@balancewealthadvisor.com.
Please bring 5-10 of your cards.
We ask all clients who they work with and "If they would recommend that we refer their paid advisor to other clients."
Compliance Code 1-807197