Panel Discussion: Response to Recent Events (Boston South Practice Group)

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.