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BWA Annual Networking Mtg Providence - (Tues) 9/29/2020 from




BWA Annual Networking Mtg Providence - (Tues) 9/29/2020 from 1pm-2pm

Tuesday, September 29, 2020

1:00p - 2:00p EST

Via ZOOM we will send out invite links as we get closer to the date.

Via ZOOM we will send out invite links as we get closer to the date.

559 South Water Street
in the Corliss Landing building
Providence, RI 02903
View on Map
2020-09-29T13:00:00.0000000
2020-09-29T14:00:00.0000000
PT1H

**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.

https://www.balancewealthadvisor.com/professional-relationships-coi-website-links

 

Questions:

https://www.balancewealthadvisor.com/team/amy-oconnell



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



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