BWA Annual Networking Mtg Providence - (Tues) 9/29/2020 from
Tuesday, September 29, 2020
1:00p - 2:00p EST
Via ZOOM we will send out invite links as we get closer to the date.
**We are doing via ZOOM.** Networking and connecting with our client's other advisors is important to us. We will send our ZOOM links prior to our meeting.
**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.
We ask all clients who they work with and "If they would recommend that we refer their paid advisor to other clients."
Compliance Code 1-05035071