May 2, 2020
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.